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 | $272,259 | $59,839+355.0% | $81,983+232.1% | $79,858+240.9% |
| Participation rate | 94.2% | 61.6%+32.6pp | 69.2%+25.0pp | 69.6%+24.6pp |
| Annual return | 2.64% | 17.56%-14.9pp | 41.31%-38.7pp | 31.71%-29.1pp |
| Employer contribution / active EE | $14,389 | $1,713+739.8% | $2,498+476.0% | $2,471+482.4% |
| Participant deferral / active EE | $13,026 | $2,695+383.3% | $3,722+250.0% | $3,740+248.3% |
| Admin fee / account holder | $20,354 | $4,287+374.8% | $5,664+259.4% | $5,306+283.6% |