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 | $291,845 | $77,896+274.7% | $134,172+117.5% | $82,448+254.0% |
| Participation rate | 98.0% | 62.8%+35.2pp | 72.5%+25.5pp | 68.1%+29.9pp |
| Annual return | 4.15% | 18.21%-14.1pp | 25.30%-21.2pp | 41.64%-37.5pp |
| Employer contribution / active EE | $16,951 | $2,159+685.0% | $3,420+395.6% | $2,551+564.5% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,245 | $6,336+45.9% | $12,016-23.1% | $7,234+27.8% |