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 | $258,690 | $66,402+289.6% | $109,895+135.4% | $85,850+201.3% |
| Participation rate | 84.6% | 63.9%+20.7pp | 74.2%+10.4pp | 69.3%+15.3pp |
| Annual return | 8.99% | 19.59%-10.6pp | 29.45%-20.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $2,705 | $1,687+60.4% | $2,842-4.8% | $2,565+5.5% |
| Participant deferral / active EE | $6,708 | $2,842+136.0% | $4,048+65.7% | $3,952+69.8% |
| Admin fee / account holder | $50,293 | $4,557+1003.6% | $6,066+729.1% | $6,260+703.4% |