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 | $363,759 | $72,277+403.3% | $101,248+259.3% | $79,858+355.5% |
| Participation rate | 97.7% | 68.5%+29.3pp | 75.8%+21.9pp | 69.6%+28.1pp |
| Annual return | 8.89% | 22.30%-13.4pp | 46.47%-37.6pp | 31.71%-22.8pp |
| Employer contribution / active EE | $9,280 | $2,692+244.8% | $3,660+153.6% | $2,471+275.6% |
| Participant deferral / active EE | $10,409 | $3,282+217.2% | $4,370+138.2% | $3,740+178.3% |
| Admin fee / account holder | $3,432 | $4,400-22.0% | $5,945-42.3% | $5,306-35.3% |