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 | $257,587 | $109,413+135.4% | $156,263+64.8% | $84,808+203.7% |
| Participation rate | 79.5% | 72.7%+6.9pp | 78.9%+0.6pp | 68.3%+11.2pp |
| Annual return | 9.31% | 20.18%-10.9pp | 59.47%-50.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,510 | $4,590+85.4% | $6,158+38.2% | $4,212+102.1% |
| Admin fee / account holder | $25,526 | $9,357+172.8% | $14,255+79.1% | $7,344+247.6% |