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 | $87,166+303.2% | $76,735+358.0% | $137,256+156.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 9.89% | 26.50%-16.6pp | 29.77%-19.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,316 | $2,904+14.2% | $2,454+35.1% | $4,156-20.2% |
| Participant deferral / active EE | $6,448 | $4,726+36.4% | $4,088+57.7% | $6,407+0.6% |
| Admin fee / account holder | $4,795 | $8,403-42.9% | $7,189-33.3% | $12,270-60.9% |