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 | $263,942 | $89,753+194.1% | $107,525+145.5% | $84,808+211.2% |
| Participation rate | 76.5% | 68.1%+8.4pp | 75.1%+1.4pp | 68.3%+8.2pp |
| Annual return | 1.33% | 29.48%-28.1pp | 181.32%-180.0pp | 40.90%-39.6pp |
| Employer contribution / active EE | $2,809 | $3,113-9.8% | $3,754-25.2% | $2,631+6.8% |
| Participant deferral / active EE | $9,167 | $4,056+126.0% | $5,116+79.2% | $4,212+117.7% |
| Admin fee / account holder | $26,506 | $7,222+267.0% | $8,919+197.2% | $7,344+260.9% |