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 | $347,370 | $102,317+239.5% | $146,958+136.4% | $80,856+329.6% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 9.86% | 134.76%-124.9pp | 418.34%-408.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $9,379 | $3,713+152.6% | $4,933+90.1% | $2,755+240.5% |
| Participant deferral / active EE | $10,986 | $6,644+65.4% | $8,070+36.1% | $4,296+155.7% |
| Admin fee / account holder | $25,298 | $7,941+218.6% | $12,998+94.6% | $6,918+265.7% |