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 | $270,129 | $80,717+234.7% | $154,803+74.5% | $84,808+218.5% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 11.64% | 37.96%-26.3pp | 58.88%-47.2pp | 40.90%-29.3pp |
| Employer contribution / active EE | $9,368 | $2,761+239.3% | $4,305+117.6% | $2,631+256.1% |
| Participant deferral / active EE | $6,870 | $3,303+108.0% | $5,540+24.0% | $4,212+63.1% |
| Admin fee / account holder | $4,092 | $6,746-39.3% | $14,329-71.4% | $7,344-44.3% |