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 | $313,676 | $72,012+335.6% | $185,823+68.8% | $79,858+292.8% |
| Participation rate | 92.9% | 65.8%+27.1pp | 78.0%+14.8pp | 69.6%+23.2pp |
| Annual return | 7.15% | 23.12%-16.0pp | 35.95%-28.8pp | 31.71%-24.6pp |
| Employer contribution / active EE | $6,526 | $1,965+232.2% | $4,087+59.7% | $2,471+164.1% |
| Participant deferral / active EE | $9,292 | $3,779+145.9% | $5,632+65.0% | $3,740+148.4% |
| Admin fee / account holder | $3,584 | $4,513-20.6% | $9,500-62.3% | $5,306-32.5% |