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 | $259,588 | $109,413+137.3% | $156,263+66.1% | $84,808+206.1% |
| Participation rate | 97.5% | 72.7%+24.8pp | 78.9%+18.6pp | 68.3%+29.2pp |
| Annual return | 10.61% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $3,563 | $2,907+22.6% | $4,333-17.8% | $2,631+35.4% |
| Participant deferral / active EE | $7,312 | $4,590+59.3% | $6,158+18.7% | $4,212+73.6% |
| Admin fee / account holder | $28,005 | $9,357+199.3% | $14,255+96.5% | $7,344+281.3% |