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 | $252,478 | $138,347+82.5% | $184,203+37.1% | $80,856+212.3% |
| Participation rate | 94.6% | 83.9%+10.7pp | 86.8%+7.8pp | 67.6%+27.0pp |
| Annual return | 7.68% | 20.02%-12.3pp | 28.81%-21.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $3,858 | $4,850-20.5% | $6,427-40.0% | $2,755+40.1% |
| Participant deferral / active EE | $7,868 | $7,071+11.3% | $9,131-13.8% | $4,296+83.2% |
| Admin fee / account holder | $3,107 | $10,483-70.4% | $13,901-77.6% | $6,918-55.1% |