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 | $258,166 | $109,413+136.0% | $156,263+65.2% | $84,808+204.4% |
| Participation rate | 97.4% | 72.7%+24.7pp | 78.9%+18.5pp | 68.3%+29.1pp |
| Annual return | 8.01% | 20.18%-12.2pp | 59.47%-51.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $22,228 | $2,907+664.7% | $4,333+413.0% | $2,631+744.9% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $24,456 | $9,357+161.4% | $14,255+71.6% | $7,344+233.0% |