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 | $318,923 | $102,317+211.7% | $146,958+117.0% | $80,856+294.4% |
| Participation rate | 87.2% | 75.8%+11.3pp | 82.2%+5.0pp | 67.6%+19.5pp |
| Annual return | 10.88% | 134.76%-123.9pp | 418.34%-407.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,070 | $3,713+9.6% | $4,933-17.5% | $2,755+47.7% |
| Participant deferral / active EE | $8,094 | $6,644+21.8% | $8,070+0.3% | $4,296+88.4% |
| Admin fee / account holder | $19,594 | $7,941+146.7% | $12,998+50.7% | $6,918+183.2% |