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 | $263,947 | $86,929+203.6% | $102,423+157.7% | $80,856+226.4% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.6%+6.4pp |
| Annual return | 9.30% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $3,782 | $2,369+59.6% | $3,023+25.1% | $2,755+37.3% |
| Participant deferral / active EE | $10,238 | $4,118+148.6% | $5,053+102.6% | $4,296+138.3% |
| Admin fee / account holder | $48,303 | $8,049+500.1% | $9,451+411.1% | $6,918+598.2% |