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 | $287,522 | $86,286+233.2% | $111,297+158.3% | $85,850+234.9% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.4pp | 69.3%+22.4pp |
| Annual return | 9.82% | 19.99%-10.2pp | 54.65%-44.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $3,950 | $2,043+93.3% | $2,731+44.6% | $2,565+54.0% |
| Participant deferral / active EE | $8,061 | $3,641+121.4% | $4,487+79.6% | $3,952+104.0% |
| Admin fee / account holder | $11,490 | $8,188+40.3% | $7,964+44.3% | $6,260+83.6% |