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 | $288,762 | $81,248+255.4% | $155,509+85.7% | $80,856+257.1% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 9.23% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $8,146 | $3,100+162.7% | $4,672+74.3% | $2,755+195.7% |
| Participant deferral / active EE | $8,064 | $3,452+133.6% | $5,626+43.3% | $4,296+87.7% |
| Admin fee / account holder | $11,692 | $7,997+46.2% | $15,912-26.5% | $6,918+69.0% |