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 | $403,015 | $51,638+680.5% | $68,368+489.5% | $82,448+388.8% |
| Participation rate | 92.0% | 63.6%+28.4pp | 73.8%+18.2pp | 68.1%+23.9pp |
| Annual return | 9.45% | 37.53%-28.1pp | 292.57%-283.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $3,460 | $2,047+69.1% | $2,649+30.6% | $2,551+35.6% |
| Participant deferral / active EE | $10,602 | $2,914+263.9% | $4,123+157.2% | $4,139+156.1% |
| Admin fee / account holder | $35,685 | $4,643+668.5% | $5,150+592.9% | $7,234+393.3% |