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 | $265,764 | $54,705+385.8% | $71,209+273.2% | $84,808+213.4% |
| Participation rate | 97.6% | 64.1%+33.5pp | 73.8%+23.8pp | 68.3%+29.2pp |
| Annual return | 12.51% | 35.90%-23.4pp | 282.51%-270.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $7,055 | $2,158+226.9% | $2,721+159.3% | $2,631+168.1% |
| Participant deferral / active EE | $8,690 | $3,030+186.7% | $4,175+108.1% | $4,212+106.3% |
| Admin fee / account holder | $18,243 | $4,863+275.1% | $5,349+241.1% | $7,344+148.4% |