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 | $254,219 | $95,803+165.4% | $113,168+124.6% | $84,808+199.8% |
| Participation rate | 77.5% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.2pp |
| Annual return | 11.84% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $5,441 | $2,360+130.6% | $2,975+82.9% | $2,631+106.8% |
| Participant deferral / active EE | $7,379 | $4,242+74.0% | $5,107+44.5% | $4,212+75.2% |
| Admin fee / account holder | $2,615 | $8,989-70.9% | $12,068-78.3% | $7,344-64.4% |