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 | $321,898 | $54,762+487.8% | $90,281+256.5% | $72,985+341.0% |
| Participation rate | 88.0% | 65.1%+22.9pp | 73.3%+14.7pp | 69.5%+18.5pp |
| Annual return | 2.70% | 30.63%-27.9pp | 78.10%-75.4pp | 81.00%-78.3pp |
| Employer contribution / active EE | $8,066 | $2,092+285.5% | $2,854+182.6% | $2,440+230.6% |
| Participant deferral / active EE | $9,304 | $2,887+222.3% | $3,885+139.5% | $3,607+157.9% |
| Admin fee / account holder | $11,808 | $3,972+197.3% | $5,351+120.7% | $5,124+130.4% |