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 | $338,437 | $89,355+278.8% | $141,162+139.8% | $72,985+363.7% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 18.14% | 111.85%-93.7pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $5,150 | $3,114+65.4% | $4,735+8.8% | $2,440+111.1% |
| Participant deferral / active EE | $6,980 | $5,418+28.8% | $6,709+4.0% | $3,607+93.5% |
| Admin fee / account holder | $5,349 | $5,958-10.2% | $10,261-47.9% | $5,124+4.4% |