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 | $270,202 | $80,717+234.8% | $154,803+74.5% | $84,808+218.6% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 12.56% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $8,261 | $2,761+199.2% | $4,305+91.9% | $2,631+214.0% |
| Participant deferral / active EE | $6,717 | $3,303+103.3% | $5,540+21.2% | $4,212+59.5% |
| Admin fee / account holder | $50,878 | $6,746+654.2% | $14,329+255.1% | $7,344+592.8% |