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 | $402,358 | $77,899+416.5% | $149,673+168.8% | $75,163+435.3% |
| Participation rate | 87.2% | 65.6%+21.6pp | 78.8%+8.4pp | 67.2%+20.0pp |
| Annual return | 11.07% | 31.72%-20.7pp | 134.42%-123.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $10,909 | $3,137+247.7% | $4,818+126.4% | $2,670+308.6% |
| Participant deferral / active EE | $14,992 | $3,411+339.5% | $5,680+164.0% | $4,125+263.4% |
| Admin fee / account holder | $32,714 | $5,956+449.2% | $13,210+147.6% | $5,651+478.9% |