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 | $267,048 | $89,753+197.5% | $107,525+148.4% | $84,808+214.9% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 9.58% | 29.48%-19.9pp | 181.32%-171.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $7,898 | $3,113+153.7% | $3,754+110.4% | $2,631+200.2% |
| Participant deferral / active EE | $10,061 | $4,056+148.1% | $5,116+96.7% | $4,212+138.9% |
| Admin fee / account holder | $55,662 | $7,222+670.7% | $8,919+524.1% | $7,344+657.9% |