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 | $261,338 | $72,492+260.5% | $87,100+200.0% | $72,985+258.1% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.9%+4.7pp | 69.5%+12.1pp |
| Annual return | 3.00% | 24.46%-21.5pp | 28.19%-25.2pp | 81.00%-78.0pp |
| Employer contribution / active EE | $887 | $1,894-53.2% | $2,521-64.8% | $2,440-63.6% |
| Participant deferral / active EE | $6,498 | $3,270+98.8% | $4,049+60.5% | $3,607+80.1% |
| Admin fee / account holder | $4,004 | $5,055-20.8% | $7,497-46.6% | $5,124-21.9% |