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 | $397,290 | $109,881+261.6% | $150,045+164.8% | $84,808+368.5% |
| Participation rate | 93.5% | 76.1%+17.4pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 13.55% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $9,282 | $3,561+160.6% | $4,693+97.8% | $2,631+252.8% |
| Participant deferral / active EE | $9,824 | $6,636+48.0% | $7,997+22.8% | $4,212+133.3% |
| Admin fee / account holder | $7,836 | $8,568-8.5% | $13,435-41.7% | $7,344+6.7% |