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 | $306,683 | $109,413+180.3% | $156,263+96.3% | $84,808+261.6% |
| Participation rate | 93.0% | 72.7%+20.3pp | 78.9%+14.1pp | 68.3%+24.7pp |
| Annual return | 9.55% | 20.18%-10.6pp | 59.47%-49.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $13,859 | $2,907+376.7% | $4,333+219.8% | $2,631+426.7% |
| Participant deferral / active EE | $4,795 | $4,590+4.5% | $6,158-22.1% | $4,212+13.9% |
| Admin fee / account holder | $43,880 | $9,357+369.0% | $14,255+207.8% | $7,344+497.5% |