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 | $270,925 | $95,803+182.8% | $113,168+139.4% | $84,808+219.5% |
| Participation rate | 96.2% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+27.9pp |
| Annual return | 9.20% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,006 | $2,360+27.4% | $2,975+1.0% | $2,631+14.3% |
| Participant deferral / active EE | $3,790 | $4,242-10.7% | $5,107-25.8% | $4,212-10.0% |
| Admin fee / account holder | $11,689 | $8,989+30.0% | $12,068-3.1% | $7,344+59.2% |