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 | $358,008 | $93,571+282.6% | $135,903+163.4% | $75,163+376.3% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 15.02% | 30.90%-15.9pp | 68.23%-53.2pp | 160.62%-145.6pp |
| Employer contribution / active EE | $9,749 | $3,537+175.7% | $4,856+100.8% | $2,670+265.2% |
| Participant deferral / active EE | $11,372 | $6,404+77.6% | $7,758+46.6% | $4,125+175.7% |
| Admin fee / account holder | $52,234 | $6,975+648.8% | $10,762+385.4% | $5,651+824.3% |