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 | $302,121 | $93,571+222.9% | $135,903+122.3% | $75,163+302.0% |
| Participation rate | 84.4% | 75.2%+9.3pp | 81.9%+2.5pp | 67.2%+17.3pp |
| Annual return | 14.16% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,885 | $3,537+38.1% | $4,856+0.6% | $2,670+83.0% |
| Participant deferral / active EE | $8,231 | $6,404+28.5% | $7,758+6.1% | $4,125+99.5% |
| Admin fee / account holder | $28,245 | $6,975+304.9% | $10,762+162.4% | $5,651+399.8% |