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 | $263,721 | $98,750+167.1% | $149,696+76.2% | $79,858+230.2% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 9.51% | 27.43%-17.9pp | 276.60%-267.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $6,210 | $3,216+93.1% | $4,644+33.7% | $2,471+151.3% |
| Participant deferral / active EE | $10,123 | $5,680+78.2% | $6,842+48.0% | $3,740+170.7% |
| Admin fee / account holder | $5,968 | $6,053-1.4% | $9,309-35.9% | $5,306+12.5% |