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 | $265,296 | $63,114+320.3% | $92,893+185.6% | $65,185+307.0% |
| Participation rate | 87.0% | 68.8%+18.2pp | 76.0%+11.0pp | 70.2%+16.8pp |
| Annual return | 5.26% | 28.75%-23.5pp | 109.41%-104.2pp | 29.38%-24.1pp |
| Employer contribution / active EE | $11,693 | $2,571+354.9% | $3,653+220.1% | $2,177+437.2% |
| Participant deferral / active EE | $2,419 | $3,108-22.2% | $4,236-42.9% | $3,514-31.2% |
| Admin fee / account holder | $6,387 | $624+924.2% | $5,794+10.2% | $847+654.0% |