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 | $355,521 | $95,803+271.1% | $113,168+214.2% | $84,808+319.2% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 8.45% | 25.00%-16.6pp | 24.27%-15.8pp | 40.90%-32.4pp |
| Employer contribution / active EE | $8,397 | $2,360+255.8% | $2,975+182.2% | $2,631+219.2% |
| Participant deferral / active EE | $8,073 | $4,242+90.3% | $5,107+58.1% | $4,212+91.7% |
| Admin fee / account holder | $13,490 | $8,989+50.1% | $12,068+11.8% | $7,344+83.7% |