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 | $313,650 | $93,571+235.2% | $135,903+130.8% | $75,163+317.3% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 0.96% | 30.90%-29.9pp | 68.23%-67.3pp | 160.62%-159.7pp |
| Employer contribution / active EE | $7,690 | $3,537+117.4% | $4,856+58.3% | $2,670+188.0% |
| Participant deferral / active EE | $11,172 | $6,404+74.4% | $7,758+44.0% | $4,125+170.8% |
| Admin fee / account holder | $7,434 | $6,975+6.6% | $10,762-30.9% | $5,651+31.6% |