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 | $445,662 | $109,881+305.6% | $150,045+197.0% | $84,808+425.5% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 13.41% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,254 | $3,561+47.5% | $4,693+12.0% | $2,631+99.7% |
| Participant deferral / active EE | $9,928 | $6,636+49.6% | $7,997+24.1% | $4,212+135.7% |
| Admin fee / account holder | $27,948 | $8,568+226.2% | $13,435+108.0% | $7,344+280.6% |