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 | $480,140 | $89,355+437.3% | $141,162+240.1% | $72,985+557.9% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 16.22% | 111.85%-95.6pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $13,616 | $3,114+337.2% | $4,735+187.6% | $2,440+458.0% |
| Participant deferral / active EE | $10,794 | $5,418+99.2% | $6,709+60.9% | $3,607+199.2% |
| Admin fee / account holder | $23,058 | $5,958+287.0% | $10,261+124.7% | $5,124+350.0% |