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 | $310,126 | $81,460+280.7% | $103,333+200.1% | $80,856+283.6% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 5.56% | 25.55%-20.0pp | 24.88%-19.3pp | 35.59%-30.0pp |
| Employer contribution / active EE | $9,527 | $3,105+206.8% | $3,868+146.3% | $2,755+245.8% |
| Participant deferral / active EE | $5,931 | $3,869+53.3% | $5,057+17.3% | $4,296+38.1% |
| Admin fee / account holder | $10,614 | $6,566+61.6% | $8,355+27.0% | $6,918+53.4% |