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 | $279,080 | $80,717+245.8% | $154,803+80.3% | $84,808+229.1% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 12.73% | 37.96%-25.2pp | 58.88%-46.2pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,820 | $2,761-34.1% | $4,305-57.7% | $2,631-30.8% |
| Participant deferral / active EE | $8,448 | $3,303+155.8% | $5,540+52.5% | $4,212+100.6% |
| Admin fee / account holder | $8,290 | $6,746+22.9% | $14,329-42.1% | $7,344+12.9% |