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 4-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 | $266,056 | $93,571+184.3% | $135,903+95.8% | $75,163+254.0% |
| Participation rate | 79.2% | 75.2%+4.0pp | 81.9%-2.7pp | 67.2%+12.0pp |
| Annual return | 14.26% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $12,708 | $3,537+259.3% | $4,856+161.7% | $2,670+376.0% |
| Participant deferral / active EE | $6,603 | $6,404+3.1% | $7,758-14.9% | $4,125+60.1% |
| Admin fee / account holder | $9,048 | $6,975+29.7% | $10,762-15.9% | $5,651+60.1% |