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 3-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 | $259,131 | $109,881+135.8% | $150,045+72.7% | $84,808+205.6% |
| Participation rate | 88.1% | 76.1%+12.0pp | 82.3%+5.7pp | 68.3%+19.7pp |
| Annual return | 8.70% | 28.25%-19.5pp | 62.55%-53.8pp | 40.90%-32.2pp |
| Employer contribution / active EE | $3,752 | $3,561+5.4% | $4,693-20.1% | $2,631+42.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,733 | $8,568-68.1% | $13,435-79.7% | $7,344-62.8% |