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 | $309,063 | $98,750+213.0% | $149,696+106.5% | $79,858+287.0% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | 7.77% | 27.43%-19.7pp | 276.60%-268.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $7,524 | $3,216+133.9% | $4,644+62.0% | $2,471+204.5% |
| Participant deferral / active EE | $6,249 | $5,680+10.0% | $6,842-8.7% | $3,740+67.1% |
| Admin fee / account holder | $10,667 | $6,053+76.2% | $9,309+14.6% | $5,306+101.0% |