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 | $261,818 | $59,101+343.0% | $77,163+239.3% | $75,163+248.3% |
| Participation rate | 85.7% | 63.9%+21.9pp | 69.6%+16.1pp | 67.2%+18.5pp |
| Annual return | 7.40% | 26.71%-19.3pp | 37.87%-30.5pp | 160.62%-153.2pp |
| Employer contribution / active EE | $2,873 | $1,995+44.0% | $2,535+13.3% | $2,670+7.6% |
| Participant deferral / active EE | $4,860 | $2,999+62.1% | $3,833+26.8% | $4,125+17.8% |
| Admin fee / account holder | $11,941 | $4,774+150.1% | $5,472+118.2% | $5,651+111.3% |