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 | $287,128 | $93,571+206.9% | $135,903+111.3% | $75,163+282.0% |
| Participation rate | 95.7% | 75.2%+20.5pp | 81.9%+13.7pp | 67.2%+28.5pp |
| Annual return | 14.70% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $2,987 | $3,537-15.5% | $4,856-38.5% | $2,670+11.9% |
| Participant deferral / active EE | $10,584 | $6,404+65.3% | $7,758+36.4% | $4,125+156.6% |
| Admin fee / account holder | $5,115 | $6,975-26.7% | $10,762-52.5% | $5,651-9.5% |