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 | $341,058 | $127,065+168.4% | $113,168+201.4% | $142,382+139.5% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 8.25% | 24.03%-15.8pp | 24.27%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $9,623 | $3,442+179.6% | $2,975+223.4% | $4,299+123.8% |
| Participant deferral / active EE | $8,349 | $5,716+46.0% | $5,107+63.5% | $6,507+28.3% |
| Admin fee / account holder | $4,741 | $15,736-69.9% | $12,068-60.7% | $12,624-62.4% |