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 | $268,758 | $93,571+187.2% | $135,903+97.8% | $75,163+257.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 12.63% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $5,709 | $3,537+61.4% | $4,856+17.6% | $2,670+113.8% |
| Participant deferral / active EE | $9,765 | $6,404+52.5% | $7,758+25.9% | $4,125+136.7% |
| Admin fee / account holder | $20,488 | $6,975+193.7% | $10,762+90.4% | $5,651+262.6% |