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 | $300,706 | $91,407+229.0% | $135,903+121.3% | $71,457+320.8% |
| Participation rate | 94.3% | 75.7%+18.7pp | 81.9%+12.4pp | 67.9%+26.4pp |
| Annual return | 15.20% | 29.90%-14.7pp | 68.23%-53.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $20,560 | $3,703+455.1% | $4,856+323.4% | $2,588+694.5% |
| Participant deferral / active EE | $5,481 | $7,092-22.7% | $7,758-29.4% | $4,289+27.8% |
| Admin fee / account holder | $12,010 | $1,266+848.8% | $10,762+11.6% | $1,587+656.6% |