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 8-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 | $327,974 | $138,347+137.1% | $184,203+78.1% | $80,856+305.6% |
| Participation rate | 88.1% | 83.9%+4.2pp | 86.8%+1.3pp | 67.6%+20.5pp |
| Annual return | 5.68% | 20.02%-14.3pp | 28.81%-23.1pp | 35.59%-29.9pp |
| Employer contribution / active EE | $19,723 | $4,850+306.6% | $6,427+206.9% | $2,755+616.0% |
| Participant deferral / active EE | $20,059 | $7,071+183.7% | $9,131+119.7% | $4,296+366.9% |
| Admin fee / account holder | $2,416 | $10,483-77.0% | $13,901-82.6% | $6,918-65.1% |