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 | $270,134 | $109,881+145.8% | $150,045+80.0% | $84,808+218.5% |
| Participation rate | 96.4% | 76.1%+20.3pp | 82.3%+14.0pp | 68.3%+28.1pp |
| Annual return | 13.56% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,170 | $3,561+17.1% | $4,693-11.1% | $2,631+58.5% |
| Participant deferral / active EE | $15,371 | $6,636+131.6% | $7,997+92.2% | $4,212+265.0% |
| Admin fee / account holder | $23,771 | $8,568+177.4% | $13,435+76.9% | $7,344+223.7% |