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 | $544,147 | $93,571+481.5% | $135,903+300.4% | $75,163+624.0% |
| Participation rate | 97.2% | 75.2%+22.0pp | 81.9%+15.3pp | 67.2%+30.0pp |
| Annual return | 13.37% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $8,588 | $3,537+142.8% | $4,856+76.9% | $2,670+221.7% |
| Participant deferral / active EE | $12,060 | $6,404+88.3% | $7,758+55.5% | $4,125+192.4% |
| Admin fee / account holder | $10,539 | $6,975+51.1% | $10,762-2.1% | $5,651+86.5% |