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 | $253,957 | $91,190+178.5% | $178,490+42.3% | $79,858+218.0% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+15.0pp | 69.6%+27.2pp |
| Annual return | 6.18% | 24.19%-18.0pp | 151.07%-144.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,748 | $3,256-46.3% | $5,011-65.1% | $2,471-29.3% |
| Participant deferral / active EE | $6,472 | $3,236+100.0% | $5,202+24.4% | $3,740+73.1% |
| Admin fee / account holder | $18,283 | $6,751+170.8% | $13,984+30.7% | $5,306+244.6% |