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 | $270,189 | $109,881+145.9% | $150,045+80.1% | $84,808+218.6% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 10.64% | 28.25%-17.6pp | 62.55%-51.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $5,100 | $3,561+43.2% | $4,693+8.7% | $2,631+93.8% |
| Participant deferral / active EE | $9,882 | $6,636+48.9% | $7,997+23.6% | $4,212+134.6% |
| Admin fee / account holder | $41,060 | $8,568+379.2% | $13,435+205.6% | $7,344+459.1% |