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 | $299,243 | $72,492+312.8% | $87,100+243.6% | $72,985+310.0% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | 9.51% | 24.46%-14.9pp | 28.19%-18.7pp | 81.00%-71.5pp |
| Employer contribution / active EE | $7,423 | $1,894+292.0% | $2,521+194.4% | $2,440+204.2% |
| Participant deferral / active EE | $2,380 | $3,270-27.2% | $4,049-41.2% | $3,607-34.0% |
| Admin fee / account holder | $8,528 | $5,055+68.7% | $7,497+13.8% | $5,124+66.4% |