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 | $351,457 | $95,266+268.9% | $82,389+326.6% | $142,382+146.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 9.89% | 25.74%-15.9pp | 28.67%-18.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,316 | $2,991+10.9% | $2,517+31.8% | $4,299-22.9% |
| Participant deferral / active EE | $6,448 | $4,809+34.1% | $4,155+55.2% | $6,507-0.9% |
| Admin fee / account holder | $4,795 | $8,563-44.0% | $7,231-33.7% | $12,624-62.0% |