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 | $435,516 | $109,881+296.4% | $150,045+190.3% | $84,808+413.5% |
| Participation rate | 72.4% | 76.1%-3.7pp | 82.3%-9.9pp | 68.3%+4.1pp |
| Annual return | 13.75% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $6,966 | $3,561+95.6% | $4,693+48.4% | $2,631+164.7% |
| Participant deferral / active EE | $5,571 | $6,636-16.0% | $7,997-30.3% | $4,212+32.3% |
| Admin fee / account holder | $58,524 | $8,568+583.0% | $13,435+335.6% | $7,344+696.9% |