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 | $321,491 | $102,317+214.2% | $146,958+118.8% | $80,856+297.6% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.8pp | 67.6%+13.8pp |
| Annual return | 10.98% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $9,643 | $3,713+159.7% | $4,933+95.5% | $2,755+250.0% |
| Participant deferral / active EE | $7,618 | $6,644+14.7% | $8,070-5.6% | $4,296+77.3% |
| Admin fee / account holder | $7,067 | $7,941-11.0% | $12,998-45.6% | $6,918+2.1% |