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 | $256,867 | $91,538+180.6% | $129,995+97.6% | $75,163+241.7% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.5%+19.0pp | 67.2%+30.3pp |
| Annual return | 11.99% | -631.11%+643.1pp | -137.18%+149.2pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,556 | $2,845-10.2% | $4,320-40.8% | $2,670-4.3% |
| Participant deferral / active EE | $8,816 | $4,341+103.1% | $5,820+51.5% | $4,125+113.7% |
| Admin fee / account holder | $5,377 | $6,790-20.8% | $10,614-49.3% | $5,651-4.8% |