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 | $270,686 | $102,317+164.6% | $146,958+84.2% | $80,856+234.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 11.09% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $16,302 | $3,713+339.0% | $4,933+230.5% | $2,755+491.8% |
| Participant deferral / active EE | $10,531 | $6,644+58.5% | $8,070+30.5% | $4,296+145.2% |
| Admin fee / account holder | $13,233 | $7,941+66.6% | $12,998+1.8% | $6,918+91.3% |