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 | $251,897 | $109,413+130.2% | $156,263+61.2% | $84,808+197.0% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 9.88% | 20.18%-10.3pp | 59.47%-49.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $7,963 | $2,907+173.9% | $4,333+83.8% | $2,631+202.7% |
| Participant deferral / active EE | $8,933 | $4,590+94.6% | $6,158+45.1% | $4,212+112.1% |
| Admin fee / account holder | $53,242 | $9,357+469.0% | $14,255+273.5% | $7,344+625.0% |