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 | $300,070 | $127,065+136.2% | $113,168+165.2% | $142,382+110.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 9.42% | 24.03%-14.6pp | 24.27%-14.8pp | 217.08%-207.7pp |
| Employer contribution / active EE | $5,000 | $3,442+45.3% | $2,975+68.1% | $4,299+16.3% |
| Participant deferral / active EE | $4,825 | $5,716-15.6% | $5,107-5.5% | $6,507-25.9% |
| Admin fee / account holder | $5,702 | $15,736-63.8% | $12,068-52.7% | $12,624-54.8% |