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 | $274,149 | $106,515+157.4% | $96,683+183.6% | $139,434+96.6% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 6.16% | 38.43%-32.3pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $5,804 | $4,103+41.5% | $3,737+55.3% | $4,751+22.2% |
| Participant deferral / active EE | $12,679 | $5,454+132.5% | $4,878+159.9% | $6,710+89.0% |
| Admin fee / account holder | $7,196 | $7,877-8.6% | $6,730+6.9% | $11,403-36.9% |