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 | $257,385 | $78,672+227.2% | $109,143+135.8% | $85,850+199.8% |
| Participation rate | 86.1% | 68.3%+17.8pp | 75.9%+10.2pp | 69.3%+16.8pp |
| Annual return | 9.37% | 25.09%-15.7pp | 25.75%-16.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $16,068 | $2,735+487.5% | $3,722+331.7% | $2,565+526.4% |
| Participant deferral / active EE | $1,482 | $3,467-57.2% | $4,653-68.1% | $3,952-62.5% |
| Admin fee / account holder | $1,813 | $5,469-66.8% | $6,752-73.1% | $6,260-71.0% |