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 | $373,129 | $100,923+269.7% | $150,045+148.7% | $74,304+402.2% |
| Participation rate | 86.3% | 70.1%+16.2pp | 82.3%+4.0pp | 60.3%+25.9pp |
| Annual return | 13.99% | 51.77%-37.8pp | 62.55%-48.6pp | 29.43%-15.4pp |
| Employer contribution / active EE | $8,813 | $3,463+154.5% | $4,693+87.8% | $2,241+293.2% |
| Participant deferral / active EE | $10,966 | $6,709+63.4% | $7,997+37.1% | $3,767+191.1% |
| Admin fee / account holder | $31,693 | $2,767+1045.5% | $13,435+135.9% | $2,969+967.5% |