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 | $282,176 | $95,803+194.5% | $113,168+149.3% | $84,808+232.7% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 9.37% | 25.00%-15.6pp | 24.27%-14.9pp | 40.90%-31.5pp |
| Employer contribution / active EE | $4,030 | $2,360+70.8% | $2,975+35.4% | $2,631+53.2% |
| Participant deferral / active EE | $4,565 | $4,242+7.6% | $5,107-10.6% | $4,212+8.4% |
| Admin fee / account holder | $13,849 | $8,989+54.1% | $12,068+14.8% | $7,344+88.6% |