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 | $284,375 | $138,347+105.6% | $184,203+54.4% | $80,856+251.7% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.2pp |
| Annual return | 9.79% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $8,970 | $4,850+84.9% | $6,427+39.6% | $2,755+225.6% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $16,977 | $10,483+61.9% | $13,901+22.1% | $6,918+145.4% |