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 | $254,612 | $109,881+131.7% | $150,045+69.7% | $84,808+200.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.74% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $6,053 | $3,561+70.0% | $4,693+29.0% | $2,631+130.1% |
| Participant deferral / active EE | $11,252 | $6,636+69.6% | $7,997+40.7% | $4,212+167.2% |
| Admin fee / account holder | $670 | $8,568-92.2% | $13,435-95.0% | $7,344-90.9% |