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 | $309,850 | $101,724+204.6% | $164,813+88.0% | $80,856+283.2% |
| Participation rate | 82.8% | 71.8%+10.9pp | 78.6%+4.2pp | 67.6%+15.1pp |
| Annual return | 5.50% | 16.72%-11.2pp | 69.93%-64.4pp | 35.59%-30.1pp |
| Employer contribution / active EE | $4,626 | $2,953+56.6% | $4,341+6.6% | $2,755+67.9% |
| Participant deferral / active EE | $12,853 | $4,477+187.1% | $6,031+113.1% | $4,296+199.2% |
| Admin fee / account holder | $104,038 | $8,227+1164.5% | $12,690+719.8% | $6,918+1403.9% |