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 | $302,705 | $83,477+262.6% | $125,175+141.8% | $72,985+314.8% |
| Participation rate | 97.2% | 73.3%+23.9pp | 79.8%+17.4pp | 69.5%+27.7pp |
| Annual return | 6.75% | 25.78%-19.0pp | 43.79%-37.0pp | 81.00%-74.2pp |
| Employer contribution / active EE | $3,467 | $2,345+47.8% | $3,865-10.3% | $2,440+42.1% |
| Participant deferral / active EE | $7,196 | $3,585+100.7% | $4,937+45.8% | $3,607+99.5% |
| Admin fee / account holder | $4,980 | $5,517-9.7% | $9,702-48.7% | $5,124-2.8% |