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 | $251,541 | $124,881+101.4% | $209,409+20.1% | $116,875+115.2% |
| Participation rate | 88.5% | 75.8%+12.7pp | 80.4%+8.1pp | 74.5%+13.9pp |
| Annual return | 4.87% | 14.56%-9.7pp | 159.49%-154.6pp | 16.29%-11.4pp |
| Employer contribution / active EE | $3,578 | $2,588+38.3% | $5,035-28.9% | $3,288+8.8% |
| Participant deferral / active EE | $8,387 | $3,793+121.1% | $4,230+98.3% | $3,885+115.9% |
| Admin fee / account holder | $26,052 | $12,933+101.4% | $16,474+58.1% | $12,263+112.4% |