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 | $538,355 | $146,267+268.1% | $197,124+173.1% | $82,448+553.0% |
| Participation rate | 84.8% | 84.0%+0.8pp | 86.7%-1.9pp | 68.1%+16.8pp |
| Annual return | 10.00% | 29.61%-19.6pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $6,667 | $4,723+41.1% | $6,227+7.1% | $2,551+161.3% |
| Participant deferral / active EE | $9,828 | $7,035+39.7% | $9,135+7.6% | $4,139+137.4% |
| Admin fee / account holder | $3,510 | $14,422-75.7% | $16,298-78.5% | $7,234-51.5% |