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 | $269,582 | $95,803+181.4% | $113,168+138.2% | $84,808+217.9% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 11.72% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,487 | $2,360-37.0% | $2,975-50.0% | $2,631-43.5% |
| Participant deferral / active EE | $7,506 | $4,242+76.9% | $5,107+47.0% | $4,212+78.2% |
| Admin fee / account holder | $30,508 | $8,989+239.4% | $12,068+152.8% | $7,344+315.4% |