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 | $269,936 | $95,803+181.8% | $113,168+138.5% | $84,808+218.3% |
| Participation rate | 96.4% | 72.9%+23.6pp | 76.6%+19.9pp | 68.3%+28.1pp |
| Annual return | 11.65% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $6,913 | $2,360+192.9% | $2,975+132.3% | $2,631+162.7% |
| Participant deferral / active EE | $7,207 | $4,242+69.9% | $5,107+41.1% | $4,212+71.1% |
| Admin fee / account holder | $30,375 | $8,989+237.9% | $12,068+151.7% | $7,344+313.6% |