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 | $283,064 | $51,175+453.1% | $70,515+301.4% | $75,163+276.6% |
| Participation rate | 92.6% | 60.9%+31.7pp | 68.3%+24.2pp | 67.2%+25.4pp |
| Annual return | 12.06% | 30.02%-18.0pp | 32.77%-20.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $15,377 | $1,826+742.0% | $2,973+417.1% | $2,670+475.9% |
| Participant deferral / active EE | $11,656 | $2,849+309.1% | $4,567+155.2% | $4,125+182.6% |
| Admin fee / account holder | $8,476 | $4,091+107.2% | $6,412+32.2% | $5,651+50.0% |