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 | $270,168 | $65,365+313.3% | $92,893+190.8% | $72,985+270.2% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 2.79% | 42.10%-39.3pp | 109.41%-106.6pp | 81.00%-78.2pp |
| Employer contribution / active EE | $11,793 | $2,594+354.6% | $3,653+222.8% | $2,440+383.3% |
| Participant deferral / active EE | $2,852 | $3,128-8.8% | $4,236-32.7% | $3,607-20.9% |
| Admin fee / account holder | $22,354 | $4,251+425.8% | $5,794+285.8% | $5,124+336.2% |