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 | $253,200 | $106,749+137.2% | $145,433+74.1% | $82,448+207.1% |
| Participation rate | 90.0% | 75.6%+14.4pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 12.05% | 27.59%-15.5pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $3,330 | $3,444-3.3% | $4,554-26.9% | $2,551+30.5% |
| Participant deferral / active EE | $7,127 | $6,519+9.3% | $7,897-9.8% | $4,139+72.2% |
| Admin fee / account holder | $2,149 | $8,390-74.4% | $13,129-83.6% | $7,234-70.3% |