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 | $552,425 | $80,717+584.4% | $154,803+256.9% | $84,808+551.4% |
| Participation rate | 86.1% | 66.8%+19.3pp | 78.1%+8.0pp | 68.3%+17.8pp |
| Annual return | 12.64% | 37.96%-25.3pp | 58.88%-46.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $7,647 | $2,761+176.9% | $4,305+77.6% | $2,631+190.7% |
| Participant deferral / active EE | $15,851 | $3,303+379.9% | $5,540+186.1% | $4,212+276.4% |
| Admin fee / account holder | $42,466 | $6,746+529.5% | $14,329+196.4% | $7,344+478.3% |