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 | $301,612 | $89,355+237.5% | $141,162+113.7% | $72,985+313.3% |
| Participation rate | 73.2% | 75.1%-1.9pp | 82.5%-9.3pp | 69.5%+3.7pp |
| Annual return | 13.66% | 111.85%-98.2pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $10,742 | $3,114+244.9% | $4,735+126.9% | $2,440+340.3% |
| Participant deferral / active EE | $6,064 | $5,418+11.9% | $6,709-9.6% | $3,607+68.1% |
| Admin fee / account holder | $5,786 | $5,958-2.9% | $10,261-43.6% | $5,124+12.9% |