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 | $339,745 | $89,355+280.2% | $141,162+140.7% | $72,985+365.5% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 18.93% | 111.85%-92.9pp | 71.39%-52.5pp | 81.00%-62.1pp |
| Employer contribution / active EE | $5,000 | $3,114+60.5% | $4,735+5.6% | $2,440+104.9% |
| Participant deferral / active EE | $8,930 | $5,418+64.8% | $6,709+33.1% | $3,607+147.5% |
| Admin fee / account holder | $5,543 | $5,958-7.0% | $10,261-46.0% | $5,124+8.2% |