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 | $379,783 | $109,881+245.6% | $150,045+153.1% | $84,808+347.8% |
| Participation rate | 98.3% | 76.1%+22.2pp | 82.3%+16.0pp | 68.3%+30.0pp |
| Annual return | 13.64% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $16,098 | $3,561+352.0% | $4,693+243.0% | $2,631+511.9% |
| Participant deferral / active EE | $7,725 | $6,636+16.4% | $7,997-3.4% | $4,212+83.4% |
| Admin fee / account holder | $47,000 | $8,568+448.6% | $13,435+249.8% | $7,344+540.0% |