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 | $254,451 | $80,968+214.3% | $96,544+163.6% | $75,163+238.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 12.02% | 27.06%-15.0pp | 25.84%-13.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $4,311 | $2,282+88.9% | $2,965+45.4% | $2,670+61.5% |
| Participant deferral / active EE | $11,407 | $3,928+190.4% | $4,851+135.1% | $4,125+176.5% |
| Admin fee / account holder | $64,212 | $6,724+854.9% | $8,252+678.1% | $5,651+1036.3% |