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 | $343,458 | $98,750+247.8% | $149,696+129.4% | $79,858+330.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 9.36% | 27.43%-18.1pp | 276.60%-267.2pp | 31.71%-22.3pp |
| Employer contribution / active EE | $3,232 | $3,216+0.5% | $4,644-30.4% | $2,471+30.8% |
| Participant deferral / active EE | $7,543 | $5,680+32.8% | $6,842+10.2% | $3,740+101.7% |
| Admin fee / account holder | $14,944 | $6,053+146.9% | $9,309+60.5% | $5,306+181.6% |