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 | $321,464 | $94,625+239.7% | $116,228+176.6% | $84,808+279.1% |
| Participation rate | 97.2% | 70.4%+26.7pp | 74.6%+22.6pp | 68.3%+28.9pp |
| Annual return | 11.06% | 20.40%-9.3pp | 90.06%-79.0pp | 40.90%-29.8pp |
| Employer contribution / active EE | $12,594 | $2,347+436.7% | $2,994+320.6% | $2,631+378.7% |
| Participant deferral / active EE | $10,983 | $3,972+176.5% | $4,953+121.7% | $4,212+160.8% |
| Admin fee / account holder | $10,140 | $10,091+0.5% | $11,989-15.4% | $7,344+38.1% |