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 7-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 | $285,882 | $80,673+254.4% | $101,326+182.1% | $84,808+237.1% |
| Participation rate | 96.8% | 77.8%+19.0pp | 81.5%+15.3pp | 68.3%+28.5pp |
| Annual return | 14.49% | 38.95%-24.5pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,007 | $2,698+85.6% | $3,665+36.6% | $2,631+90.3% |
| Participant deferral / active EE | $9,744 | $6,840+42.5% | $7,994+21.9% | $4,212+131.4% |
| Admin fee / account holder | $14,237 | $12,784+11.4% | $11,185+27.3% | $7,344+93.9% |