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 | $259,861 | $112,096+131.8% | $95,952+170.8% | $158,922+63.5% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 5.12% | 171.09%-166.0pp | 91.61%-86.5pp | 302.83%-297.7pp |
| Employer contribution / active EE | $2,674 | $3,198-16.4% | $2,541+5.2% | $4,761-43.8% |
| Participant deferral / active EE | $5,785 | $4,784+20.9% | $4,167+38.8% | $5,982-3.3% |
| Admin fee / account holder | $81,830 | $10,130+707.8% | $6,795+1104.2% | $11,246+627.7% |