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 | $254,148 | $68,719+269.8% | $91,541+177.6% | $84,808+199.7% |
| Participation rate | 97.7% | 64.5%+33.2pp | 69.8%+28.0pp | 68.3%+29.4pp |
| Annual return | 3.55% | 19.12%-15.6pp | 20.50%-16.9pp | 40.90%-37.3pp |
| Employer contribution / active EE | $14,041 | $1,920+631.4% | $2,505+460.6% | $2,631+433.7% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $14,933 | $5,786+158.1% | $6,956+114.7% | $7,344+103.3% |