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 | $268,358 | $57,541+366.4% | $95,745+180.3% | $75,163+257.0% |
| Participation rate | 98.2% | 62.5%+35.7pp | 72.3%+26.0pp | 67.2%+31.1pp |
| Annual return | 5.51% | 34.93%-29.4pp | 28.35%-22.8pp | 160.62%-155.1pp |
| Employer contribution / active EE | $12,664 | $1,808+600.6% | $2,835+346.8% | $2,670+374.4% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,181 | $4,099+75.2% | $5,678+26.5% | $5,651+27.1% |