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 | $318,686 | $109,413+191.3% | $156,263+103.9% | $84,808+275.8% |
| Participation rate | 98.3% | 72.7%+25.6pp | 78.9%+19.4pp | 68.3%+30.0pp |
| Annual return | 9.99% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,931 | $2,907+35.2% | $4,333-9.3% | $2,631+49.4% |
| Participant deferral / active EE | $10,472 | $4,590+128.2% | $6,158+70.0% | $4,212+148.6% |
| Admin fee / account holder | $11,611 | $9,357+24.1% | $14,255-18.5% | $7,344+58.1% |