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 | $318,928 | $109,413+191.5% | $156,263+104.1% | $84,808+276.1% |
| Participation rate | 79.3% | 72.7%+6.6pp | 78.9%+0.4pp | 68.3%+11.0pp |
| Annual return | 10.45% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,193 | $2,907-24.5% | $4,333-49.4% | $2,631-16.6% |
| Participant deferral / active EE | $5,359 | $4,590+16.8% | $6,158-13.0% | $4,212+27.2% |
| Admin fee / account holder | $59,298 | $9,357+533.7% | $14,255+316.0% | $7,344+707.5% |