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 | $355,608 | $95,803+271.2% | $113,168+214.2% | $84,808+319.3% |
| Participation rate | 94.6% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.3pp |
| Annual return | 11.65% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,081 | $2,360-54.2% | $2,975-63.7% | $2,631-58.9% |
| Participant deferral / active EE | $8,573 | $4,242+102.1% | $5,107+67.9% | $4,212+103.6% |
| Admin fee / account holder | $7,180 | $8,989-20.1% | $12,068-40.5% | $7,344-2.2% |