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 | $381,767 | $85,766+345.1% | $136,294+180.1% | $70,131+444.4% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 11.30% | 31.45%-20.2pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $15,261 | $2,966+414.5% | $4,695+225.0% | $2,342+551.5% |
| Participant deferral / active EE | $11,448 | $5,051+126.6% | $6,247+83.3% | $3,332+243.6% |
| Admin fee / account holder | $27,480 | $5,420+407.0% | $9,243+197.3% | $4,645+491.6% |