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 | $519,525 | $89,753+478.8% | $107,525+383.2% | $84,808+512.6% |
| Participation rate | 93.6% | 68.1%+25.6pp | 75.1%+18.5pp | 68.3%+25.3pp |
| Annual return | 12.01% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $15,897 | $3,113+410.6% | $3,754+323.5% | $2,631+504.2% |
| Participant deferral / active EE | $11,349 | $4,056+179.8% | $5,116+121.9% | $4,212+169.5% |
| Admin fee / account holder | $22,323 | $7,222+209.1% | $8,919+150.3% | $7,344+204.0% |