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 | $370,319 | $89,355+314.4% | $141,162+162.3% | $72,985+407.4% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 16.68% | 111.85%-95.2pp | 71.39%-54.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $8,055 | $3,114+158.6% | $4,735+70.1% | $2,440+230.1% |
| Participant deferral / active EE | $10,504 | $5,418+93.9% | $6,709+56.6% | $3,607+191.2% |
| Admin fee / account holder | $20,766 | $5,958+248.5% | $10,261+102.4% | $5,124+305.2% |