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 | $294,483 | $89,355+229.6% | $141,162+108.6% | $72,985+303.5% |
| Participation rate | 93.0% | 75.1%+17.9pp | 82.5%+10.6pp | 69.5%+23.5pp |
| Annual return | 18.87% | 111.85%-93.0pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $8,160 | $3,114+162.0% | $4,735+72.3% | $2,440+234.5% |
| Participant deferral / active EE | $6,798 | $5,418+25.5% | $6,709+1.3% | $3,607+88.4% |
| Admin fee / account holder | $21,027 | $5,958+252.9% | $10,261+104.9% | $5,124+310.3% |