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 | $265,508 | $109,881+141.6% | $150,045+77.0% | $84,808+213.1% |
| Participation rate | 98.2% | 76.1%+22.2pp | 82.3%+15.9pp | 68.3%+29.9pp |
| Annual return | 14.08% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $6,571 | $3,561+84.5% | $4,693+40.0% | $2,631+149.8% |
| Participant deferral / active EE | $9,505 | $6,636+43.2% | $7,997+18.9% | $4,212+125.7% |
| Admin fee / account holder | $29,765 | $8,568+247.4% | $13,435+121.6% | $7,344+305.3% |