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 | $334,483 | $81,460+310.6% | $103,333+223.7% | $80,856+313.7% |
| Participation rate | 91.5% | 66.8%+24.7pp | 74.5%+17.0pp | 67.6%+23.9pp |
| Annual return | 8.35% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $4,264 | $3,105+37.3% | $3,868+10.3% | $2,755+54.8% |
| Participant deferral / active EE | $11,963 | $3,869+209.2% | $5,057+136.6% | $4,296+178.5% |
| Admin fee / account holder | $12,967 | $6,566+97.5% | $8,355+55.2% | $6,918+87.4% |