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 | $305,314 | $109,881+177.9% | $150,045+103.5% | $84,808+260.0% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 9.57% | 28.25%-18.7pp | 62.55%-53.0pp | 40.90%-31.3pp |
| Employer contribution / active EE | $10,518 | $3,561+195.4% | $4,693+124.1% | $2,631+299.8% |
| Participant deferral / active EE | $10,038 | $6,636+51.3% | $7,997+25.5% | $4,212+138.3% |
| Admin fee / account holder | $6,571 | $8,568-23.3% | $13,435-51.1% | $7,344-10.5% |