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 | $304,463 | $73,933+311.8% | $96,683+214.9% | $75,163+305.1% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.3%+20.3pp | 67.2%+27.5pp |
| Annual return | 6.66% | 26.70%-20.0pp | 35.69%-29.0pp | 160.62%-154.0pp |
| Employer contribution / active EE | $10,032 | $2,928+242.6% | $3,737+168.5% | $2,670+275.7% |
| Participant deferral / active EE | $13,507 | $3,659+269.2% | $4,878+176.9% | $4,125+227.4% |
| Admin fee / account holder | $4,339 | $5,216-16.8% | $6,730-35.5% | $5,651-23.2% |