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 | $425,968 | $98,750+331.4% | $149,696+184.6% | $79,858+433.4% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.5%+1.8pp | 69.6%+14.7pp |
| Annual return | 11.12% | 27.43%-16.3pp | 276.60%-265.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $6,263 | $3,216+94.7% | $4,644+34.9% | $2,471+153.5% |
| Participant deferral / active EE | $13,212 | $5,680+132.6% | $6,842+93.1% | $3,740+253.2% |
| Admin fee / account holder | $47,809 | $6,053+689.9% | $9,309+413.6% | $5,306+801.0% |