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 | $264,508 | $59,101+347.6% | $77,163+242.8% | $75,163+251.9% |
| Participation rate | 83.7% | 63.9%+19.9pp | 69.6%+14.1pp | 67.2%+16.5pp |
| Annual return | 12.90% | 26.71%-13.8pp | 37.87%-25.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $21,024 | $1,995+953.7% | $2,535+729.4% | $2,670+687.5% |
| Participant deferral / active EE | $3,231 | $2,999+7.7% | $3,833-15.7% | $4,125-21.7% |
| Admin fee / account holder | $22,635 | $4,774+374.1% | $5,472+313.6% | $5,651+300.6% |