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 | $272,521 | $60,022+354.0% | $88,946+206.4% | $84,808+221.3% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 12.95% | 22.43%-9.5pp | 57.82%-44.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,821 | $1,703+124.4% | $2,555+49.6% | $2,631+45.2% |
| Participant deferral / active EE | $7,757 | $3,114+149.1% | $4,581+69.3% | $4,212+84.2% |
| Admin fee / account holder | $1,807 | $4,811-62.4% | $8,261-78.1% | $7,344-75.4% |