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 | $271,791 | $70,475+285.7% | $100,516+170.4% | $79,858+240.3% |
| Participation rate | 96.9% | 73.7%+23.2pp | 79.4%+17.5pp | 69.6%+27.2pp |
| Annual return | 3.37% | 21.90%-18.5pp | 30.89%-27.5pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,907 | $2,165+34.3% | $3,418-14.9% | $2,471+17.7% |
| Participant deferral / active EE | $3,987 | $5,181-23.0% | $6,270-36.4% | $3,740+6.6% |
| Admin fee / account holder | $21,695 | $4,478+384.4% | $8,081+168.5% | $5,306+308.9% |