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 | $283,240 | $117,983+140.1% | $101,794+178.2% | $142,382+98.9% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 9.57% | 36.92%-27.3pp | 30.53%-21.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,388 | $2,773-13.9% | $2,289+4.3% | $4,299-44.5% |
| Participant deferral / active EE | $5,754 | $4,714+22.1% | $4,084+40.9% | $6,507-11.6% |
| Admin fee / account holder | $1,210 | $10,433-88.4% | $8,777-86.2% | $12,624-90.4% |