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 | $275,174 | $78,672+249.8% | $109,143+152.1% | $85,850+220.5% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 9.17% | 25.09%-15.9pp | 25.75%-16.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $22,876 | $2,735+736.5% | $3,722+514.6% | $2,565+791.8% |
| Participant deferral / active EE | $4,419 | $3,467+27.4% | $4,653-5.0% | $3,952+11.8% |
| Admin fee / account holder | $3,089 | $5,469-43.5% | $6,752-54.3% | $6,260-50.7% |