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 | $345,859 | $109,881+214.8% | $150,045+130.5% | $84,808+307.8% |
| Participation rate | 87.9% | 76.1%+11.8pp | 82.3%+5.6pp | 68.3%+19.6pp |
| Annual return | 9.62% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $11,536 | $3,561+223.9% | $4,693+145.8% | $2,631+338.5% |
| Participant deferral / active EE | $14,916 | $6,636+124.8% | $7,997+86.5% | $4,212+254.2% |
| Admin fee / account holder | $5,819 | $8,568-32.1% | $13,435-56.7% | $7,344-20.8% |