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 | $298,003 | $80,717+269.2% | $154,803+92.5% | $84,808+251.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 7.28% | 37.96%-30.7pp | 58.88%-51.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $6,234 | $2,761+125.8% | $4,305+44.8% | $2,631+137.0% |
| Participant deferral / active EE | $1,792 | $3,303-45.7% | $5,540-67.7% | $4,212-57.4% |
| Admin fee / account holder | $19,717 | $6,746+192.3% | $14,329+37.6% | $7,344+168.5% |