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 | $263,790 | $80,717+226.8% | $154,803+70.4% | $84,808+211.0% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 7.93% | 37.96%-30.0pp | 58.88%-50.9pp | 40.90%-33.0pp |
| Employer contribution / active EE | $6,692 | $2,761+142.4% | $4,305+55.4% | $2,631+154.4% |
| Participant deferral / active EE | $5,432 | $3,303+64.5% | $5,540-2.0% | $4,212+29.0% |
| Admin fee / account holder | $4,958 | $6,746-26.5% | $14,329-65.4% | $7,344-32.5% |