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 | $280,030 | $74,927+273.7% | $101,794+175.1% | $84,808+230.2% |
| Participation rate | 72.9% | 61.4%+11.5pp | 69.2%+3.7pp | 68.3%+4.6pp |
| Annual return | 11.78% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,878 | $1,522+23.4% | $2,289-18.0% | $2,631-28.6% |
| Participant deferral / active EE | $5,404 | $3,099+74.4% | $4,084+32.3% | $4,212+28.3% |
| Admin fee / account holder | $99,780 | $6,514+1431.8% | $8,777+1036.8% | $7,344+1258.7% |