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 | $305,805 | $73,933+313.6% | $96,683+216.3% | $75,163+306.9% |
| Participation rate | 85.4% | 66.4%+18.9pp | 74.3%+11.0pp | 67.2%+18.2pp |
| Annual return | 11.49% | 26.70%-15.2pp | 35.69%-24.2pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,866 | $2,928-36.3% | $3,737-50.1% | $2,670-30.1% |
| Participant deferral / active EE | $12,295 | $3,659+236.1% | $4,878+152.0% | $4,125+198.1% |
| Admin fee / account holder | $22,747 | $5,216+336.1% | $6,730+238.0% | $5,651+302.5% |