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 | $254,972 | $85,766+197.3% | $136,294+87.1% | $70,131+263.6% |
| Participation rate | 84.7% | 74.2%+10.6pp | 81.9%+2.8pp | 69.5%+15.2pp |
| Annual return | 10.35% | 31.45%-21.1pp | 5155.94%-5145.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $6,454 | $2,966+117.6% | $4,695+37.4% | $2,342+175.5% |
| Participant deferral / active EE | $6,545 | $5,051+29.6% | $6,247+4.8% | $3,332+96.4% |
| Admin fee / account holder | $13,263 | $5,420+144.7% | $9,243+43.5% | $4,645+185.5% |