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 | $363,823 | $109,881+231.1% | $150,045+142.5% | $84,808+329.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.30% | 28.25%-14.9pp | 62.55%-49.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,389 | $3,561-61.0% | $4,693-70.4% | $2,631-47.2% |
| Participant deferral / active EE | $11,868 | $6,636+78.8% | $7,997+48.4% | $4,212+181.8% |
| Admin fee / account holder | $41,082 | $8,568+379.5% | $13,435+205.8% | $7,344+459.4% |