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 | $331,752 | $79,944+315.0% | $98,439+237.0% | $75,163+341.4% |
| Participation rate | 90.0% | 70.4%+19.6pp | 75.2%+14.8pp | 67.2%+22.8pp |
| Annual return | 11.01% | 19.75%-8.7pp | 21.16%-10.1pp | 160.62%-149.6pp |
| Employer contribution / active EE | $3,714 | $2,264+64.1% | $3,048+21.9% | $2,670+39.1% |
| Participant deferral / active EE | $8,519 | $3,752+127.0% | $4,738+79.8% | $4,125+106.5% |
| Admin fee / account holder | $38,186 | $6,840+458.3% | $8,948+326.8% | $5,651+575.8% |