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 | $68,547+301.8% | $120,354+128.9% | $80,856+240.7% |
| Participation rate | 94.1% | 61.6%+32.5pp | 71.9%+22.2pp | 67.6%+26.5pp |
| Annual return | 9.08% | 23.60%-14.5pp | 107.15%-98.1pp | 35.59%-26.5pp |
| Employer contribution / active EE | $8,923 | $2,051+335.0% | $3,463+157.7% | $2,755+223.9% |
| Participant deferral / active EE | $10,351 | $3,173+226.2% | $4,991+107.4% | $4,296+140.9% |
| Admin fee / account holder | $17,213 | $5,732+200.3% | $9,423+82.7% | $6,918+148.8% |