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 | $366,858 | $110,257+232.7% | $96,544+280.0% | $139,434+163.1% |
| Participation rate | 81.0% | 78.1%+2.9pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 4.67% | 26.32%-21.6pp | 25.84%-21.2pp | 372.94%-368.3pp |
| Employer contribution / active EE | $12,111 | $3,620+234.6% | $2,965+308.5% | $4,751+154.9% |
| Participant deferral / active EE | $9,655 | $5,548+74.0% | $4,851+99.0% | $6,710+43.9% |
| Admin fee / account holder | $7,850 | $11,591-32.3% | $8,252-4.9% | $11,403-31.2% |