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 | $304,469 | $93,571+225.4% | $135,903+124.0% | $75,163+305.1% |
| Participation rate | 90.7% | 75.2%+15.5pp | 81.9%+8.8pp | 67.2%+23.5pp |
| Annual return | 14.67% | 30.90%-16.2pp | 68.23%-53.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $13,601 | $3,537+284.6% | $4,856+180.1% | $2,670+409.4% |
| Participant deferral / active EE | $9,932 | $6,404+55.1% | $7,758+28.0% | $4,125+140.8% |
| Admin fee / account holder | $15,611 | $6,975+123.8% | $10,762+45.1% | $5,651+176.3% |