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 | $359,827 | $93,571+284.6% | $135,903+164.8% | $75,163+378.7% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 14.52% | 30.90%-16.4pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,042 | $3,537+42.6% | $4,856+3.8% | $2,670+88.9% |
| Participant deferral / active EE | $8,193 | $6,404+27.9% | $7,758+5.6% | $4,125+98.6% |
| Admin fee / account holder | $44,540 | $6,975+538.5% | $10,762+313.9% | $5,651+688.2% |