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 | $277,720 | $98,750+181.2% | $149,696+85.5% | $79,858+247.8% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 7.45% | 27.43%-20.0pp | 276.60%-269.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $6,210 | $3,216+93.1% | $4,644+33.7% | $2,471+151.3% |
| Participant deferral / active EE | $11,664 | $5,680+105.3% | $6,842+70.5% | $3,740+211.9% |
| Admin fee / account holder | $18,227 | $6,053+201.1% | $9,309+95.8% | $5,306+243.5% |