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 | $538,355 | $148,978+261.4% | $200,582+168.4% | $84,808+534.8% |
| Participation rate | 84.8% | 84.2%+0.6pp | 86.9%-2.0pp | 68.3%+16.5pp |
| Annual return | 10.00% | 28.16%-18.2pp | 42.33%-32.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $6,667 | $4,815+38.5% | $6,419+3.9% | $2,631+153.4% |
| Participant deferral / active EE | $9,828 | $7,142+37.6% | $9,331+5.3% | $4,212+133.4% |
| Admin fee / account holder | $3,510 | $13,977-74.9% | $16,305-78.5% | $7,344-52.2% |