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 | $264,645 | $99,985+164.7% | $146,665+80.4% | $85,850+208.3% |
| Participation rate | 81.1% | 73.1%+8.0pp | 80.1%+1.0pp | 69.3%+11.7pp |
| Annual return | 10.45% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $4,792 | $2,559+87.3% | $4,136+15.9% | $2,565+86.8% |
| Participant deferral / active EE | $9,277 | $4,006+131.6% | $5,506+68.5% | $3,952+134.8% |
| Admin fee / account holder | $26,041 | $7,702+238.1% | $10,280+153.3% | $6,260+316.0% |