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 | $269,340 | $148,978+80.8% | $200,582+34.3% | $84,808+217.6% |
| Participation rate | 92.5% | 84.2%+8.3pp | 86.9%+5.6pp | 68.3%+24.2pp |
| Annual return | 8.47% | 28.16%-19.7pp | 42.33%-33.9pp | 40.90%-32.4pp |
| Employer contribution / active EE | $6,538 | $4,815+35.8% | $6,419+1.9% | $2,631+148.5% |
| Participant deferral / active EE | $20,101 | $7,142+181.4% | $9,331+115.4% | $4,212+377.3% |
| Admin fee / account holder | $173,999 | $13,977+1144.9% | $16,305+967.2% | $7,344+2269.3% |