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 | $102,605+182.7% | $145,661+99.1% | $84,808+242.0% |
| Participation rate | 94.8% | 74.3%+20.6pp | 77.2%+17.6pp | 68.3%+26.5pp |
| Annual return | 9.75% | 26.50%-16.8pp | 101.46%-91.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $16,629 | $3,325+400.1% | $4,238+292.4% | $2,631+532.0% |
| Participant deferral / active EE | $10,718 | $5,750+86.4% | $7,198+48.9% | $4,212+154.5% |
| Admin fee / account holder | $15,323 | $8,758+75.0% | $12,466+22.9% | $7,344+108.7% |