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 | $364,513 | $89,355+307.9% | $141,162+158.2% | $72,985+399.4% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.3pp | 69.5%+29.2pp |
| Annual return | 18.20% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $5,919 | $3,114+90.0% | $4,735+25.0% | $2,440+142.6% |
| Participant deferral / active EE | $6,684 | $5,418+23.4% | $6,709-0.4% | $3,607+85.3% |
| Admin fee / account holder | $26,082 | $5,958+337.8% | $10,261+154.2% | $5,124+409.0% |