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 | $251,897 | $108,825+131.5% | $156,181+61.3% | $82,448+205.5% |
| Participation rate | 92.9% | 72.4%+20.5pp | 78.8%+14.0pp | 68.1%+24.8pp |
| Annual return | 9.88% | 20.59%-10.7pp | 64.87%-55.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $7,963 | $2,870+177.5% | $4,294+85.5% | $2,551+212.2% |
| Participant deferral / active EE | $8,933 | $4,577+95.2% | $6,132+45.7% | $4,139+115.8% |
| Admin fee / account holder | $53,242 | $9,341+470.0% | $14,586+265.0% | $7,234+636.0% |