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 | $265,856 | $86,286+208.1% | $111,297+138.9% | $85,850+209.7% |
| Participation rate | 85.2% | 73.3%+11.9pp | 77.3%+7.9pp | 69.3%+15.9pp |
| Annual return | 7.10% | 19.99%-12.9pp | 54.65%-47.5pp | 318.53%-311.4pp |
| Employer contribution / active EE | $3,126 | $2,043+53.0% | $2,731+14.4% | $2,565+21.9% |
| Participant deferral / active EE | $9,329 | $3,641+156.3% | $4,487+107.9% | $3,952+136.1% |
| Admin fee / account holder | $14,253 | $8,188+74.1% | $7,964+79.0% | $6,260+127.7% |