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 | $579,800 | $89,355+548.9% | $141,162+310.7% | $72,985+694.4% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 9.65% | 111.85%-102.2pp | 71.39%-61.7pp | 81.00%-71.3pp |
| Employer contribution / active EE | $8,792 | $3,114+182.3% | $4,735+85.7% | $2,440+260.3% |
| Participant deferral / active EE | $7,609 | $5,418+40.4% | $6,709+13.4% | $3,607+110.9% |
| Admin fee / account holder | $24,660 | $5,958+313.9% | $10,261+140.3% | $5,124+381.2% |