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 | $464,985 | $54,705+750.0% | $71,209+553.0% | $84,808+448.3% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.8%+3.2pp | 68.3%+8.6pp |
| Annual return | 11.15% | 35.90%-24.7pp | 282.51%-271.4pp | 40.90%-29.7pp |
| Employer contribution / active EE | $3,584 | $2,158+66.1% | $2,721+31.7% | $2,631+36.2% |
| Participant deferral / active EE | $7,596 | $3,030+150.7% | $4,175+81.9% | $4,212+80.4% |
| Admin fee / account holder | $37,650 | $4,863+674.1% | $5,349+603.9% | $7,344+412.7% |