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 | $381,356 | $98,750+286.2% | $149,696+154.8% | $79,858+377.5% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 1.46% | 27.43%-26.0pp | 276.60%-275.1pp | 31.71%-30.3pp |
| Employer contribution / active EE | $3,376 | $3,216+5.0% | $4,644-27.3% | $2,471+36.6% |
| Participant deferral / active EE | $8,227 | $5,680+44.8% | $6,842+20.2% | $3,740+120.0% |
| Admin fee / account holder | $4,245 | $6,053-29.9% | $9,309-54.4% | $5,306-20.0% |