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 | $297,439 | $138,347+115.0% | $184,203+61.5% | $80,856+267.9% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.6%+25.9pp |
| Annual return | 10.97% | 20.02%-9.1pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $10,023 | $4,850+106.6% | $6,427+55.9% | $2,755+263.8% |
| Participant deferral / active EE | $12,783 | $7,071+80.8% | $9,131+40.0% | $4,296+197.6% |
| Admin fee / account holder | $11,857 | $10,483+13.1% | $13,901-14.7% | $6,918+71.4% |