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 | $269,489 | $72,277+272.9% | $101,248+166.2% | $79,858+237.5% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 4.75% | 22.30%-17.5pp | 46.47%-41.7pp | 31.71%-27.0pp |
| Employer contribution / active EE | $3,495 | $2,692+29.8% | $3,660-4.5% | $2,471+41.4% |
| Participant deferral / active EE | $8,154 | $3,282+148.5% | $4,370+86.6% | $3,740+118.0% |
| Admin fee / account holder | $7,468 | $4,400+69.7% | $5,945+25.6% | $5,306+40.7% |