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 | $274,758 | $62,573+339.1% | $85,682+220.7% | $85,850+220.0% |
| Participation rate | 96.8% | 61.1%+35.6pp | 69.9%+26.9pp | 69.3%+27.5pp |
| Annual return | 7.45% | 23.77%-16.3pp | 21.49%-14.0pp | 318.53%-311.1pp |
| Employer contribution / active EE | $14,857 | $1,757+745.7% | $2,618+467.4% | $2,565+479.2% |
| Participant deferral / active EE | $10,296 | $2,802+267.4% | $3,923+162.5% | $3,952+160.5% |
| Admin fee / account holder | $2,216 | $4,640-52.3% | $6,873-67.8% | $6,260-64.6% |