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 | $305,832 | $98,750+209.7% | $149,696+104.3% | $79,858+283.0% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 10.27% | 27.43%-17.2pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $10,492 | $3,216+226.2% | $4,644+125.9% | $2,471+324.6% |
| Participant deferral / active EE | $8,696 | $5,680+53.1% | $6,842+27.1% | $3,740+132.5% |
| Admin fee / account holder | $9,850 | $6,053+62.7% | $9,309+5.8% | $5,306+85.6% |