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 | $282,215 | $239,571+17.8% | $183,328+53.9% | $137,256+105.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 80.0%+10.0pp |
| Annual return | 9.04% | 35.69%-26.6pp | 29.67%-20.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $9,734 | $6,148+58.3% | $5,055+92.6% | $4,156+134.2% |
| Participant deferral / active EE | $20,485 | $7,995+156.2% | $6,795+201.5% | $6,407+219.7% |
| Admin fee / account holder | $108,190 | $30,059+259.9% | $21,427+404.9% | $12,270+781.7% |