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 | $258,816 | $109,881+135.5% | $150,045+72.5% | $84,808+205.2% |
| Participation rate | 74.4% | 76.1%-1.7pp | 82.3%-7.9pp | 68.3%+6.1pp |
| Annual return | 13.45% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,434 | $3,561-31.7% | $4,693-48.1% | $2,631-7.5% |
| Participant deferral / active EE | $7,036 | $6,636+6.0% | $7,997-12.0% | $4,212+67.1% |
| Admin fee / account holder | $8,185 | $8,568-4.5% | $13,435-39.1% | $7,344+11.4% |