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 | $322,383 | $108,825+196.2% | $156,181+106.4% | $82,448+291.0% |
| Participation rate | 86.2% | 72.4%+13.8pp | 78.8%+7.4pp | 68.1%+18.1pp |
| Annual return | 11.16% | 20.59%-9.4pp | 64.87%-53.7pp | 41.64%-30.5pp |
| Employer contribution / active EE | $5,324 | $2,870+85.5% | $4,294+24.0% | $2,551+108.7% |
| Participant deferral / active EE | $12,657 | $4,577+176.5% | $6,132+106.4% | $4,139+205.8% |
| Admin fee / account holder | $22,759 | $9,341+143.7% | $14,586+56.0% | $7,234+214.6% |