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 | $316,845 | $76,552+313.9% | $123,892+155.7% | $62,891+403.8% |
| Participation rate | 95.7% | 73.0%+22.7pp | 81.4%+14.2pp | 69.3%+26.3pp |
| Annual return | 5.69% | 18.68%-13.0pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $6,305 | $2,883+118.7% | $4,617+36.6% | $2,281+176.4% |
| Participant deferral / active EE | $7,740 | $4,840+59.9% | $5,984+29.3% | $3,203+141.6% |
| Admin fee / account holder | $6,690 | $4,826+38.6% | $8,357-20.0% | $4,296+55.7% |