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 | $275,451 | $68,573+301.7% | $120,368+128.8% | $80,874+240.6% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.6%+26.5pp |
| Annual return | 9.08% | 23.61%-14.5pp | 107.26%-98.2pp | 35.62%-26.5pp |
| Employer contribution / active EE | $8,923 | $2,052+334.9% | $3,465+157.5% | $2,756+223.8% |
| Participant deferral / active EE | $10,351 | $3,174+226.1% | $4,991+107.4% | $4,297+140.9% |
| Admin fee / account holder | $17,213 | $5,734+200.2% | $9,429+82.6% | $6,935+148.2% |