See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,711 | $94,625+224.1% | $116,228+163.9% | $84,808+261.7% |
| Participation rate | 93.4% | 70.4%+23.0pp | 74.6%+18.9pp | 68.3%+25.1pp |
| Annual return | 11.75% | 20.40%-8.7pp | 90.06%-78.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $8,531 | $2,347+263.6% | $2,994+184.9% | $2,631+224.3% |
| Participant deferral / active EE | $13,027 | $3,972+228.0% | $4,953+163.0% | $4,212+209.3% |
| Admin fee / account holder | $25,621 | $10,091+153.9% | $11,989+113.7% | $7,344+248.9% |