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 | $330,134 | $70,475+368.4% | $100,516+228.4% | $79,858+313.4% |
| Participation rate | 92.6% | 73.7%+18.9pp | 79.4%+13.2pp | 69.6%+23.0pp |
| Annual return | 6.38% | 21.90%-15.5pp | 30.89%-24.5pp | 31.71%-25.3pp |
| Employer contribution / active EE | $10,312 | $2,165+376.4% | $3,418+201.7% | $2,471+317.3% |
| Participant deferral / active EE | $8,807 | $5,181+70.0% | $6,270+40.5% | $3,740+135.5% |
| Admin fee / account holder | $3,562 | $4,478-20.5% | $8,081-55.9% | $5,306-32.9% |