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 | $346,031 | $125,758+175.2% | $169,993+103.6% | $75,163+360.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 5.55% | 27.20%-21.6pp | 53.37%-47.8pp | 160.62%-155.1pp |
| Employer contribution / active EE | $6,076 | $4,615+31.7% | $6,785-10.5% | $2,670+127.6% |
| Participant deferral / active EE | $10,921 | $6,837+59.7% | $10,408+4.9% | $4,125+164.7% |
| Admin fee / account holder | $8,618 | $8,173+5.4% | $12,815-32.8% | $5,651+52.5% |