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 | $339,452 | $89,355+279.9% | $141,162+140.5% | $72,985+365.1% |
| Participation rate | 95.3% | 75.1%+20.2pp | 82.5%+12.9pp | 69.5%+25.9pp |
| Annual return | 17.44% | 111.85%-94.4pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $7,548 | $3,114+142.3% | $4,735+59.4% | $2,440+209.3% |
| Participant deferral / active EE | $8,032 | $5,418+48.2% | $6,709+19.7% | $3,607+122.6% |
| Admin fee / account holder | $2,931 | $5,958-50.8% | $10,261-71.4% | $5,124-42.8% |