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 | $329,803 | $98,750+234.0% | $149,696+120.3% | $79,858+313.0% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.5%-5.2pp | 69.6%+7.6pp |
| Annual return | 6.86% | 27.43%-20.6pp | 276.60%-269.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $8,303 | $3,216+158.1% | $4,644+78.8% | $2,471+236.0% |
| Participant deferral / active EE | $9,493 | $5,680+67.1% | $6,842+38.8% | $3,740+153.8% |
| Admin fee / account holder | $23,801 | $6,053+293.2% | $9,309+155.7% | $5,306+348.5% |