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 | $340,181 | $93,571+263.6% | $135,903+150.3% | $75,163+352.6% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 12.22% | 30.90%-18.7pp | 68.23%-56.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $13,589 | $3,537+284.2% | $4,856+179.8% | $2,670+409.0% |
| Participant deferral / active EE | $15,952 | $6,404+149.1% | $7,758+105.6% | $4,125+286.7% |
| Admin fee / account holder | $1,355 | $6,975-80.6% | $10,762-87.4% | $5,651-76.0% |