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 | $442,259 | $109,881+302.5% | $150,045+194.8% | $84,808+421.5% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 12.10% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,160 | $3,561-67.4% | $4,693-75.3% | $2,631-55.9% |
| Participant deferral / active EE | $12,480 | $6,636+88.1% | $7,997+56.1% | $4,212+196.3% |
| Admin fee / account holder | $20,893 | $8,568+143.9% | $13,435+55.5% | $7,344+184.5% |