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 | $261,949 | $83,477+213.8% | $125,175+109.3% | $72,985+258.9% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.5pp | 69.5%+28.8pp |
| Annual return | 2.98% | 25.78%-22.8pp | 43.79%-40.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $3,528 | $2,345+50.4% | $3,865-8.7% | $2,440+44.6% |
| Participant deferral / active EE | $7,471 | $3,585+108.4% | $4,937+51.3% | $3,607+107.1% |
| Admin fee / account holder | $9,119 | $5,517+65.3% | $9,702-6.0% | $5,124+78.0% |