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 | $311,916 | $98,750+215.9% | $149,696+108.4% | $79,858+290.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 8.36% | 27.43%-19.1pp | 276.60%-268.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $7,724 | $3,216+140.1% | $4,644+66.3% | $2,471+212.6% |
| Participant deferral / active EE | $9,271 | $5,680+63.2% | $6,842+35.5% | $3,740+147.9% |
| Admin fee / account holder | $91,791 | $6,053+1416.6% | $9,309+886.1% | $5,306+1629.9% |