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 | $275,812 | $109,881+151.0% | $150,045+83.8% | $84,808+225.2% |
| Participation rate | 97.1% | 76.1%+21.1pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 13.61% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,235 | $3,561+18.9% | $4,693-9.8% | $2,631+61.0% |
| Participant deferral / active EE | $11,610 | $6,636+75.0% | $7,997+45.2% | $4,212+175.7% |
| Admin fee / account holder | $844 | $8,568-90.1% | $13,435-93.7% | $7,344-88.5% |