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 | $373,871 | $93,571+299.6% | $135,903+175.1% | $75,163+397.4% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 14.96% | 30.90%-15.9pp | 68.23%-53.3pp | 160.62%-145.7pp |
| Employer contribution / active EE | $2,431 | $3,537-31.3% | $4,856-49.9% | $2,670-8.9% |
| Participant deferral / active EE | $15,585 | $6,404+143.4% | $7,758+100.9% | $4,125+277.8% |
| Admin fee / account holder | $2,661 | $6,975-61.9% | $10,762-75.3% | $5,651-52.9% |