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 | $266,056 | $60,892+336.9% | $82,389+222.9% | $84,808+213.7% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 10.65% | 37.29%-26.6pp | 28.67%-18.0pp | 40.90%-30.2pp |
| Employer contribution / active EE | $5,023 | $1,779+182.3% | $2,517+99.5% | $2,631+90.9% |
| Participant deferral / active EE | $8,274 | $3,179+160.3% | $4,155+99.2% | $4,212+96.5% |
| Admin fee / account holder | $26,995 | $5,467+393.8% | $7,231+273.3% | $7,344+267.6% |