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 | $272,992 | $86,286+216.4% | $111,297+145.3% | $85,850+218.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 6.95% | 19.99%-13.0pp | 54.65%-47.7pp | 318.53%-311.6pp |
| Employer contribution / active EE | $3,067 | $2,043+50.1% | $2,731+12.3% | $2,565+19.6% |
| Participant deferral / active EE | $4,869 | $3,641+33.7% | $4,487+8.5% | $3,952+23.2% |
| Admin fee / account holder | $13,942 | $8,188+70.3% | $7,964+75.1% | $6,260+122.7% |