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 | $258,364 | $78,705+228.3% | $117,854+119.2% | $70,131+268.4% |
| Participation rate | 86.5% | 73.2%+13.3pp | 79.7%+6.8pp | 69.5%+16.9pp |
| Annual return | 10.13% | 23.30%-13.2pp | 335.08%-325.0pp | 73.14%-63.0pp |
| Employer contribution / active EE | $3,580 | $2,223+61.0% | $3,786-5.5% | $2,342+52.8% |
| Participant deferral / active EE | $8,103 | $3,297+145.7% | $4,482+80.8% | $3,332+143.2% |
| Admin fee / account holder | $3,628 | $5,065-28.4% | $8,020-54.8% | $4,645-21.9% |