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 | $297,999 | $83,477+257.0% | $125,175+138.1% | $72,985+308.3% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 1.60% | 25.78%-24.2pp | 43.79%-42.2pp | 81.00%-79.4pp |
| Employer contribution / active EE | $8,753 | $2,345+273.2% | $3,865+126.5% | $2,440+258.8% |
| Participant deferral / active EE | $5,808 | $3,585+62.0% | $4,937+17.6% | $3,607+61.0% |
| Admin fee / account holder | $17,299 | $5,517+213.5% | $9,702+78.3% | $5,124+237.6% |