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 | $673,053 | $109,881+512.5% | $150,045+348.6% | $84,808+693.6% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.1pp | 68.3%+28.1pp |
| Annual return | 11.59% | 28.25%-16.7pp | 62.55%-51.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,280 | $3,561+48.3% | $4,693+12.5% | $2,631+100.7% |
| Participant deferral / active EE | $8,941 | $6,636+34.7% | $7,997+11.8% | $4,212+112.3% |
| Admin fee / account holder | $20,116 | $8,568+134.8% | $13,435+49.7% | $7,344+173.9% |