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 | $314,356 | $72,277+334.9% | $101,248+210.5% | $79,858+293.6% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | 9.16% | 22.30%-13.1pp | 46.47%-37.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $7,737 | $2,692+187.4% | $3,660+111.4% | $2,471+213.1% |
| Participant deferral / active EE | $7,737 | $3,282+135.8% | $4,370+77.0% | $3,740+106.9% |
| Admin fee / account holder | $11,053 | $4,400+151.2% | $5,945+85.9% | $5,306+108.3% |