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 | $461,000 | $85,766+437.5% | $136,294+238.2% | $70,131+557.3% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 12.24% | 31.45%-19.2pp | 5155.94%-5143.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $7,066 | $2,966+138.2% | $4,695+50.5% | $2,342+201.7% |
| Participant deferral / active EE | $13,378 | $5,051+164.8% | $6,247+114.2% | $3,332+301.5% |
| Admin fee / account holder | $7,705 | $5,420+42.1% | $9,243-16.6% | $4,645+65.9% |