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 | $265,931 | $148,978+78.5% | $200,582+32.6% | $84,808+213.6% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 11.49% | 28.16%-16.7pp | 42.33%-30.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $8,041 | $4,815+67.0% | $6,419+25.3% | $2,631+205.6% |
| Participant deferral / active EE | $11,431 | $7,142+60.0% | $9,331+22.5% | $4,212+171.4% |
| Admin fee / account holder | $39,903 | $13,977+185.5% | $16,305+144.7% | $7,344+443.4% |