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 | $367,347 | $109,881+234.3% | $150,045+144.8% | $84,808+333.2% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | 9.40% | 28.25%-18.8pp | 62.55%-53.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $9,660 | $3,561+171.2% | $4,693+105.8% | $2,631+267.1% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $106,760 | $8,568+1146.0% | $13,435+694.7% | $7,344+1353.7% |