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 | $261,121 | $95,416+173.7% | $185,823+40.5% | $85,850+204.2% |
| Participation rate | 94.6% | 68.8%+25.8pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 11.20% | 23.59%-12.4pp | 122.05%-110.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $8,038 | $3,314+142.6% | $5,167+55.6% | $2,565+213.4% |
| Participant deferral / active EE | $5,005 | $3,423+46.2% | $5,568-10.1% | $3,952+26.7% |
| Admin fee / account holder | $30,582 | $7,213+324.0% | $16,237+88.3% | $6,260+388.5% |