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 | $279,879 | $95,803+192.1% | $113,168+147.3% | $84,808+230.0% |
| Participation rate | 77.1% | 72.9%+4.3pp | 76.6%+0.6pp | 68.3%+8.8pp |
| Annual return | 10.65% | 25.00%-14.4pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,341 | $2,360-43.2% | $2,975-54.9% | $2,631-49.0% |
| Participant deferral / active EE | $7,630 | $4,242+79.9% | $5,107+49.4% | $4,212+81.2% |
| Admin fee / account holder | $3,264 | $8,989-63.7% | $12,068-73.0% | $7,344-55.6% |