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 | $306,973 | $68,719+346.7% | $91,541+235.3% | $84,808+262.0% |
| Participation rate | 88.0% | 64.5%+23.5pp | 69.8%+18.2pp | 68.3%+19.7pp |
| Annual return | 11.66% | 19.12%-7.5pp | 20.50%-8.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $8,771 | $1,920+356.9% | $2,505+250.2% | $2,631+233.4% |
| Participant deferral / active EE | $5,071 | $3,136+61.7% | $4,008+26.5% | $4,212+20.4% |
| Admin fee / account holder | $5,234 | $5,786-9.5% | $6,956-24.8% | $7,344-28.7% |