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 | $106,749+138.5% | $145,433+75.1% | $82,448+208.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.74% | 27.59%-16.9pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $6,053 | $3,444+75.7% | $4,554+32.9% | $2,551+137.3% |
| Participant deferral / active EE | $11,252 | $6,519+72.6% | $7,897+42.5% | $4,139+171.8% |
| Admin fee / account holder | $670 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |