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 | $435,180 | $109,881+296.0% | $150,045+190.0% | $84,808+413.1% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 12.54% | 28.25%-15.7pp | 62.55%-50.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $5,060 | $3,561+42.1% | $4,693+7.8% | $2,631+92.3% |
| Participant deferral / active EE | $13,157 | $6,636+98.3% | $7,997+64.5% | $4,212+212.4% |
| Admin fee / account holder | $19,245 | $8,568+124.6% | $13,435+43.2% | $7,344+162.1% |