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 | $392,234 | $76,407+413.3% | $150,298+161.0% | $82,448+375.7% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 12.78% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $17,817 | $2,614+581.6% | $4,154+328.9% | $2,551+598.4% |
| Participant deferral / active EE | $10,873 | $3,214+238.3% | $5,453+99.4% | $4,139+162.7% |
| Admin fee / account holder | $44,432 | $6,352+599.5% | $14,116+214.8% | $7,234+514.2% |