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 | $276,355 | $89,753+207.9% | $107,525+157.0% | $84,808+225.9% |
| Participation rate | 86.8% | 68.1%+18.7pp | 75.1%+11.7pp | 68.3%+18.5pp |
| Annual return | 12.60% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $14,877 | $3,113+377.8% | $3,754+296.3% | $2,631+465.4% |
| Participant deferral / active EE | $6,244 | $4,056+53.9% | $5,116+22.1% | $4,212+48.3% |
| Admin fee / account holder | $54,967 | $7,222+661.1% | $8,919+516.3% | $7,344+648.5% |