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 | $520,205 | $108,825+378.0% | $156,181+233.1% | $82,448+531.0% |
| Participation rate | 71.8% | 72.4%-0.6pp | 78.8%-7.0pp | 68.1%+3.7pp |
| Annual return | 9.26% | 20.59%-11.3pp | 64.87%-55.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $6,717 | $2,870+134.1% | $4,294+56.4% | $2,551+163.3% |
| Participant deferral / active EE | $8,634 | $4,577+88.6% | $6,132+40.8% | $4,139+108.6% |
| Admin fee / account holder | $17,503 | $9,341+87.4% | $14,586+20.0% | $7,234+141.9% |