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 | $354,576 | $93,571+278.9% | $135,903+160.9% | $75,163+371.7% |
| Participation rate | 95.7% | 75.2%+20.6pp | 81.9%+13.8pp | 67.2%+28.6pp |
| Annual return | 12.95% | 30.90%-18.0pp | 68.23%-55.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $7,047 | $3,537+99.2% | $4,856+45.1% | $2,670+163.9% |
| Participant deferral / active EE | $13,019 | $6,404+103.3% | $7,758+67.8% | $4,125+215.6% |
| Admin fee / account holder | $23,472 | $6,975+236.5% | $10,762+118.1% | $5,651+315.4% |