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 | $260,480 | $89,355+191.5% | $141,162+84.5% | $72,985+256.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 18.98% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,948 | $3,114-37.5% | $4,735-58.9% | $2,440-20.2% |
| Participant deferral / active EE | $6,838 | $5,418+26.2% | $6,709+1.9% | $3,607+89.6% |
| Admin fee / account holder | $3,213 | $5,958-46.1% | $10,261-68.7% | $5,124-37.3% |