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 | $311,250 | $95,453+226.1% | $112,040+177.8% | $82,448+277.5% |
| Participation rate | 96.2% | 72.8%+23.5pp | 76.5%+19.7pp | 68.1%+28.2pp |
| Annual return | 9.58% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.1pp |
| Employer contribution / active EE | $9,046 | $2,318+290.3% | $2,954+206.2% | $2,551+254.6% |
| Participant deferral / active EE | $4,622 | $4,224+9.4% | $5,098-9.3% | $4,139+11.7% |
| Admin fee / account holder | $13,144 | $9,013+45.8% | $12,098+8.6% | $7,234+81.7% |