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 | $286,295 | $56,053+410.8% | $75,972+276.8% | $80,856+254.1% |
| Participation rate | 96.3% | 62.0%+34.3pp | 69.1%+27.2pp | 67.6%+28.7pp |
| Annual return | 8.37% | 20.53%-12.2pp | 359.55%-351.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $17,737 | $1,874+846.4% | $2,685+560.6% | $2,755+543.8% |
| Participant deferral / active EE | $12,028 | $3,052+294.1% | $4,255+182.6% | $4,296+180.0% |
| Admin fee / account holder | $4,892 | $5,234-6.5% | $6,467-24.3% | $6,918-29.3% |