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 | $277,910 | $117,983+135.6% | $101,794+173.0% | $142,382+95.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 9.60% | 36.92%-27.3pp | 30.53%-20.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $9,101 | $2,773+228.2% | $2,289+297.6% | $4,299+111.7% |
| Participant deferral / active EE | $6,722 | $4,714+42.6% | $4,084+64.6% | $6,507+3.3% |
| Admin fee / account holder | $10,465 | $10,433+0.3% | $8,777+19.2% | $12,624-17.1% |