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 | $321,765 | $109,881+192.8% | $150,045+114.4% | $84,808+279.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.10% | 28.25%-14.1pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,684 | $3,561+87.7% | $4,693+42.4% | $2,631+154.1% |
| Participant deferral / active EE | $10,613 | $6,636+59.9% | $7,997+32.7% | $4,212+152.0% |
| Admin fee / account holder | $30,923 | $8,568+260.9% | $13,435+130.2% | $7,344+321.1% |