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 | $316,570 | $86,929+264.2% | $102,423+209.1% | $80,856+291.5% |
| Participation rate | 93.9% | 72.4%+21.6pp | 76.5%+17.4pp | 67.6%+26.3pp |
| Annual return | 10.35% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,163 | $2,369+33.5% | $3,023+4.6% | $2,755+14.8% |
| Participant deferral / active EE | $10,078 | $4,118+144.7% | $5,053+99.4% | $4,296+134.6% |
| Admin fee / account holder | $9,386 | $8,049+16.6% | $9,451-0.7% | $6,918+35.7% |