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 | $387,623 | $71,050+445.6% | $93,606+314.1% | $80,856+379.4% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 8.89% | 11.26%-2.4pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,295 | $1,564+174.7% | $2,420+77.5% | $2,755+55.9% |
| Participant deferral / active EE | $8,483 | $4,034+110.3% | $4,411+92.3% | $4,296+97.5% |
| Admin fee / account holder | $1,102 | $6,945-84.1% | $8,285-86.7% | $6,918-84.1% |