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 5-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 | $294,291 | $148,978+97.5% | $200,582+46.7% | $84,808+247.0% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 11.86% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,482 | $4,815+34.6% | $6,419+1.0% | $2,631+146.4% |
| Participant deferral / active EE | $5,168 | $7,142-27.6% | $9,331-44.6% | $4,212+22.7% |
| Admin fee / account holder | $55,832 | $13,977+299.4% | $16,305+242.4% | $7,344+660.3% |