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 | $513,440 | $67,411+661.7% | $91,001+464.2% | $70,131+632.1% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.1pp |
| Annual return | 11.58% | -40.16%+51.7pp | 4.60%+7.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $12,693 | $1,786+610.7% | $2,456+416.9% | $2,342+441.9% |
| Participant deferral / active EE | $3,633 | $2,823+28.7% | $3,547+2.4% | $3,332+9.0% |
| Admin fee / account holder | $8,810 | $4,236+108.0% | $5,417+62.6% | $4,645+89.7% |