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 | $300,819 | $114,381+163.0% | $107,525+179.8% | $142,382+111.3% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 8.25% | 242.71%-234.5pp | 181.32%-173.1pp | 217.08%-208.8pp |
| Employer contribution / active EE | $7,252 | $4,015+80.6% | $3,754+93.2% | $4,299+68.7% |
| Participant deferral / active EE | $19,232 | $5,564+245.6% | $5,116+275.9% | $6,507+195.5% |
| Admin fee / account holder | $77,658 | $9,860+687.6% | $8,919+770.7% | $12,624+515.2% |