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 | $429,666 | $95,416+350.3% | $185,823+131.2% | $85,850+400.5% |
| Participation rate | 88.5% | 68.8%+19.7pp | 81.7%+6.8pp | 69.3%+19.1pp |
| Annual return | 7.82% | 23.59%-15.8pp | 122.05%-114.2pp | 318.53%-310.7pp |
| Employer contribution / active EE | $12,932 | $3,314+290.3% | $5,167+150.3% | $2,565+404.2% |
| Participant deferral / active EE | $9,897 | $3,423+189.1% | $5,568+77.7% | $3,952+150.4% |
| Admin fee / account holder | $12,838 | $7,213+78.0% | $16,237-20.9% | $6,260+105.1% |