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 | $269,091 | $106,749+152.1% | $145,433+85.0% | $82,448+226.4% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 9.47% | 27.59%-18.1pp | 66.58%-57.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $7,666 | $3,444+122.5% | $4,554+68.3% | $2,551+200.5% |
| Participant deferral / active EE | $7,169 | $6,519+10.0% | $7,897-9.2% | $4,139+73.2% |
| Admin fee / account holder | $13,010 | $8,390+55.1% | $13,129-0.9% | $7,234+79.8% |