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 | $346,926 | $102,317+239.1% | $146,958+136.1% | $80,856+329.1% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.2%+8.5pp | 67.6%+23.0pp |
| Annual return | 10.19% | 134.76%-124.6pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,603 | $3,713+24.0% | $4,933-6.7% | $2,755+67.1% |
| Participant deferral / active EE | $7,789 | $6,644+17.2% | $8,070-3.5% | $4,296+81.3% |
| Admin fee / account holder | $11,625 | $7,941+46.4% | $12,998-10.6% | $6,918+68.0% |