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 | $259,176 | $123,793+109.4% | $177,821+45.8% | $79,858+224.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 8.04% | 22.82%-14.8pp | 48.32%-40.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $6,319 | $4,095+54.3% | $5,918+6.8% | $2,471+155.7% |
| Participant deferral / active EE | $5,374 | $5,956-9.8% | $7,714-30.3% | $3,740+43.7% |
| Admin fee / account holder | $5,184 | $7,243-28.4% | $12,427-58.3% | $5,306-2.3% |