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 | $295,901 | $48,230+513.5% | $67,502+338.4% | $80,856+266.0% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 10.41% | 18.28%-7.9pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,508 | $2,020+123.2% | $2,731+65.1% | $2,755+63.6% |
| Participant deferral / active EE | $9,015 | $2,924+208.3% | $4,000+125.4% | $4,296+109.9% |
| Admin fee / account holder | $4,738 | $3,681+28.7% | $3,998+18.5% | $6,918-31.5% |