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 | $294,909 | $95,803+207.8% | $113,168+160.6% | $84,808+247.7% |
| Participation rate | 98.0% | 72.9%+25.1pp | 76.6%+21.4pp | 68.3%+29.7pp |
| Annual return | 10.69% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $2,664 | $2,360+12.9% | $2,975-10.5% | $2,631+1.2% |
| Participant deferral / active EE | $8,668 | $4,242+104.3% | $5,107+69.7% | $4,212+105.8% |
| Admin fee / account holder | $18,360 | $8,989+104.3% | $12,068+52.1% | $7,344+150.0% |