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 | $630,828 | $109,881+474.1% | $150,045+320.4% | $84,808+643.8% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 12.88% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $10,649 | $3,561+199.0% | $4,693+126.9% | $2,631+304.8% |
| Participant deferral / active EE | $15,990 | $6,636+141.0% | $7,997+99.9% | $4,212+279.7% |
| Admin fee / account holder | $17,260 | $8,568+101.5% | $13,435+28.5% | $7,344+135.0% |