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 | $349,466 | $118,450+195.0% | $98,439+255.0% | $139,434+150.6% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 5.30% | 18.94%-13.6pp | 21.16%-15.9pp | 372.94%-367.6pp |
| Employer contribution / active EE | $5,119 | $3,609+41.8% | $3,048+67.9% | $4,751+7.8% |
| Participant deferral / active EE | $9,432 | $5,392+74.9% | $4,738+99.1% | $6,710+40.6% |
| Admin fee / account holder | $8,722 | $14,026-37.8% | $8,948-2.5% | $11,403-23.5% |