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 | $254,696 | $89,355+185.0% | $141,162+80.4% | $72,985+249.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 16.93% | 111.85%-94.9pp | 71.39%-54.5pp | 81.00%-64.1pp |
| Employer contribution / active EE | $5,752 | $3,114+84.7% | $4,735+21.5% | $2,440+135.8% |
| Participant deferral / active EE | $12,407 | $5,418+129.0% | $6,709+84.9% | $3,607+243.9% |
| Admin fee / account holder | $2,378 | $5,958-60.1% | $10,261-76.8% | $5,124-53.6% |