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 | $284,368 | $93,170+205.2% | $100,534+182.9% | $84,808+235.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 11.34% | 47.13%-35.8pp | 32.66%-21.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $6,925 | $3,985+73.8% | $4,346+59.3% | $2,631+163.2% |
| Participant deferral / active EE | $8,102 | $5,699+42.2% | $6,144+31.9% | $4,212+92.4% |
| Admin fee / account holder | $29,662 | $7,382+301.8% | $7,654+287.5% | $7,344+303.9% |