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 | $319,040 | $109,881+190.4% | $150,045+112.6% | $84,808+276.2% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 13.84% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,416 | $3,561-60.2% | $4,693-69.8% | $2,631-46.2% |
| Participant deferral / active EE | $13,895 | $6,636+109.4% | $7,997+73.7% | $4,212+229.9% |
| Admin fee / account holder | $20,300 | $8,568+136.9% | $13,435+51.1% | $7,344+176.4% |