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 | $277,248 | $77,899+255.9% | $149,673+85.2% | $75,163+268.9% |
| Participation rate | 85.5% | 65.6%+19.9pp | 78.8%+6.7pp | 67.2%+18.3pp |
| Annual return | 12.83% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $7,162 | $3,137+128.3% | $4,818+48.7% | $2,670+168.3% |
| Participant deferral / active EE | $5,651 | $3,411+65.7% | $5,680-0.5% | $4,125+37.0% |
| Admin fee / account holder | $4,778 | $5,956-19.8% | $13,210-63.8% | $5,651-15.5% |