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 | $274,864 | $73,933+271.8% | $96,683+184.3% | $75,163+265.7% |
| Participation rate | 96.6% | 66.4%+30.1pp | 74.3%+22.2pp | 67.2%+29.4pp |
| Annual return | 9.38% | 26.70%-17.3pp | 35.69%-26.3pp | 160.62%-151.2pp |
| Employer contribution / active EE | $12,452 | $2,928+325.3% | $3,737+233.2% | $2,670+366.4% |
| Participant deferral / active EE | $5,884 | $3,659+60.8% | $4,878+20.6% | $4,125+42.6% |
| Admin fee / account holder | $35,788 | $5,216+586.1% | $6,730+431.8% | $5,651+533.3% |