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 | $262,005 | $148,978+75.9% | $200,582+30.6% | $84,808+208.9% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 10.91% | 28.16%-17.3pp | 42.33%-31.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $5,279 | $4,815+9.6% | $6,419-17.8% | $2,631+100.6% |
| Participant deferral / active EE | $14,129 | $7,142+97.8% | $9,331+51.4% | $4,212+235.5% |
| Admin fee / account holder | $44,609 | $13,977+219.2% | $16,305+173.6% | $7,344+507.4% |