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 | $416,507 | $93,571+345.1% | $135,903+206.5% | $75,163+454.1% |
| Participation rate | 88.4% | 75.2%+13.2pp | 81.9%+6.5pp | 67.2%+21.2pp |
| Annual return | 14.87% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $23,743 | $3,537+571.3% | $4,856+388.9% | $2,670+789.3% |
| Participant deferral / active EE | $9,399 | $6,404+46.8% | $7,758+21.2% | $4,125+127.8% |
| Admin fee / account holder | $7,805 | $6,975+11.9% | $10,762-27.5% | $5,651+38.1% |