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 | $264,341 | $63,355+317.2% | $91,989+187.4% | $72,985+262.2% |
| Participation rate | 85.4% | 72.5%+12.8pp | 78.6%+6.7pp | 69.5%+15.9pp |
| Annual return | 6.43% | 35.35%-28.9pp | 69.02%-62.6pp | 81.00%-74.6pp |
| Employer contribution / active EE | $2,421 | $2,116+14.4% | $3,452-29.9% | $2,440-0.8% |
| Participant deferral / active EE | $4,148 | $4,883-15.0% | $5,923-30.0% | $3,607+15.0% |
| Admin fee / account holder | $18,754 | $4,668+301.8% | $7,743+142.2% | $5,124+266.0% |