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 | $363,129 | $98,750+267.7% | $149,696+142.6% | $79,858+354.7% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 11.90% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $4,504 | $3,216+40.0% | $4,644-3.0% | $2,471+82.3% |
| Participant deferral / active EE | $7,017 | $5,680+23.5% | $6,842+2.6% | $3,740+87.6% |
| Admin fee / account holder | $41,953 | $6,053+593.1% | $9,309+350.7% | $5,306+690.6% |