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 | $358,800 | $71,050+405.0% | $93,606+283.3% | $80,856+343.7% |
| Participation rate | 88.5% | 60.4%+28.1pp | 68.7%+19.7pp | 67.6%+20.8pp |
| Annual return | 7.12% | 11.26%-4.1pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $7,016 | $1,564+348.7% | $2,420+189.9% | $2,755+154.7% |
| Participant deferral / active EE | $8,735 | $4,034+116.5% | $4,411+98.0% | $4,296+103.3% |
| Admin fee / account holder | $14,974 | $6,945+115.6% | $8,285+80.7% | $6,918+116.5% |