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 | $290,066 | $98,652+194.0% | $142,942+102.9% | $82,448+251.8% |
| Participation rate | 94.8% | 72.8%+22.1pp | 76.8%+18.0pp | 68.1%+26.8pp |
| Annual return | 9.75% | 22.65%-12.9pp | 113.70%-103.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $16,629 | $3,211+417.9% | $4,139+301.7% | $2,551+551.9% |
| Participant deferral / active EE | $10,718 | $5,580+92.1% | $7,128+50.4% | $4,139+158.9% |
| Admin fee / account holder | $15,323 | $8,078+89.7% | $12,475+22.8% | $7,234+111.8% |