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 | $335,791 | $227,396+47.7% | $442,409-24.1% | $116,875+187.3% |
| Participation rate | 77.8% | 85.7%-8.0pp | 88.0%-10.2pp | 74.5%+3.2pp |
| Annual return | 12.02% | 16.35%-4.3pp | 90.53%-78.5pp | 16.29%-4.3pp |
| Employer contribution / active EE | $8,583 | $5,244+63.7% | $7,697+11.5% | $3,288+161.1% |
| Participant deferral / active EE | $9,413 | $7,352+28.0% | $7,555+24.6% | $3,885+142.3% |
| Admin fee / account holder | $3,835 | $16,310-76.5% | $51,603-92.6% | $12,263-68.7% |