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 | $258,388 | $89,355+189.2% | $141,162+83.0% | $72,985+254.0% |
| Participation rate | 97.0% | 75.1%+21.9pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 18.84% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $9,382 | $3,114+201.2% | $4,735+98.1% | $2,440+284.5% |
| Participant deferral / active EE | $8,302 | $5,418+53.2% | $6,709+23.7% | $3,607+130.1% |
| Admin fee / account holder | $3,079 | $5,958-48.3% | $10,261-70.0% | $5,124-39.9% |