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 | $256,998 | $76,367+236.5% | $93,606+174.6% | $72,985+252.1% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.5pp | 69.5%+27.8pp |
| Annual return | 13.94% | 25.82%-11.9pp | 32.76%-18.8pp | 81.00%-67.1pp |
| Employer contribution / active EE | $3,695 | $2,275+62.4% | $2,718+35.9% | $2,440+51.4% |
| Participant deferral / active EE | $9,600 | $3,538+171.3% | $4,069+135.9% | $3,607+166.1% |
| Admin fee / account holder | $18,556 | $6,838+171.3% | $7,888+135.2% | $5,124+262.1% |