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 | $344,088 | $98,750+248.4% | $149,696+129.9% | $79,858+330.9% |
| Participation rate | 93.5% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+23.9pp |
| Annual return | 9.89% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $8,042 | $3,216+150.0% | $4,644+73.2% | $2,471+225.5% |
| Participant deferral / active EE | $2,776 | $5,680-51.1% | $6,842-59.4% | $3,740-25.8% |
| Admin fee / account holder | $7,235 | $6,053+19.5% | $9,309-22.3% | $5,306+36.3% |