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 | $264,292 | $83,477+216.6% | $125,175+111.1% | $72,985+262.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.19% | 25.78%-9.6pp | 43.79%-27.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $5,502 | $2,345+134.6% | $3,865+42.3% | $2,440+125.5% |
| Participant deferral / active EE | $6,829 | $3,585+90.5% | $4,937+38.3% | $3,607+89.3% |
| Admin fee / account holder | $1,954 | $5,517-64.6% | $9,702-79.9% | $5,124-61.9% |