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 | $395,100 | $109,881+259.6% | $150,045+163.3% | $84,808+365.9% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 10.52% | 28.25%-17.7pp | 62.55%-52.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $6,451 | $3,561+81.2% | $4,693+37.5% | $2,631+145.2% |
| Participant deferral / active EE | $11,781 | $6,636+77.5% | $7,997+47.3% | $4,212+179.7% |
| Admin fee / account holder | $1,769 | $8,568-79.4% | $13,435-86.8% | $7,344-75.9% |