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 | $293,672 | $89,355+228.7% | $141,162+108.0% | $72,985+302.4% |
| Participation rate | 98.4% | 75.1%+23.3pp | 82.5%+16.0pp | 69.5%+29.0pp |
| Annual return | 9.71% | 111.85%-102.1pp | 71.39%-61.7pp | 81.00%-71.3pp |
| Employer contribution / active EE | $5,239 | $3,114+68.2% | $4,735+10.6% | $2,440+114.7% |
| Participant deferral / active EE | $10,363 | $5,418+91.3% | $6,709+54.5% | $3,607+187.3% |
| Admin fee / account holder | $14,116 | $5,958+136.9% | $10,261+37.6% | $5,124+175.5% |