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 | $268,886 | $93,571+187.4% | $135,903+97.9% | $75,163+257.7% |
| Participation rate | 84.8% | 75.2%+9.7pp | 81.9%+2.9pp | 67.2%+17.7pp |
| Annual return | 12.29% | 30.90%-18.6pp | 68.23%-55.9pp | 160.62%-148.3pp |
| Employer contribution / active EE | $4,527 | $3,537+28.0% | $4,856-6.8% | $2,670+69.6% |
| Participant deferral / active EE | $11,099 | $6,404+73.3% | $7,758+43.1% | $4,125+169.1% |
| Admin fee / account holder | $1,351 | $6,975-80.6% | $10,762-87.4% | $5,651-76.1% |