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 | $315,363 | $89,355+252.9% | $141,162+123.4% | $72,985+332.1% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 14.44% | 111.85%-97.4pp | 71.39%-56.9pp | 81.00%-66.6pp |
| Employer contribution / active EE | $7,303 | $3,114+134.5% | $4,735+54.2% | $2,440+199.3% |
| Participant deferral / active EE | $6,430 | $5,418+18.7% | $6,709-4.2% | $3,607+78.3% |
| Admin fee / account holder | $14,685 | $5,958+146.5% | $10,261+43.1% | $5,124+186.6% |