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 | $297,870 | $103,966+186.5% | $112,887+163.9% | $75,163+296.3% |
| Participation rate | 89.3% | 75.7%+13.6pp | 80.5%+8.8pp | 67.2%+22.1pp |
| Annual return | 11.99% | 24.54%-12.5pp | 34.10%-22.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $11,752 | $3,870+203.7% | $4,563+157.5% | $2,670+340.2% |
| Participant deferral / active EE | $6,700 | $5,456+22.8% | $6,513+2.9% | $4,125+62.4% |
| Admin fee / account holder | $63,142 | $7,663+723.9% | $7,047+796.0% | $5,651+1017.4% |