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 | $342,252 | $86,286+296.6% | $111,297+207.5% | $85,850+298.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 10.00% | 19.99%-10.0pp | 54.65%-44.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $4,126 | $2,043+102.0% | $2,731+51.1% | $2,565+60.9% |
| Participant deferral / active EE | $8,583 | $3,641+135.8% | $4,487+91.3% | $3,952+117.2% |
| Admin fee / account holder | $15,004 | $8,188+83.2% | $7,964+88.4% | $6,260+139.7% |