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 | $365,765 | $95,803+281.8% | $113,168+223.2% | $84,808+331.3% |
| Participation rate | 76.5% | 72.9%+3.6pp | 76.6%-0.1pp | 68.3%+8.2pp |
| Annual return | 11.13% | 25.00%-13.9pp | 24.27%-13.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,946 | $2,360-17.5% | $2,975-34.6% | $2,631-26.0% |
| Participant deferral / active EE | $7,148 | $4,242+68.5% | $5,107+40.0% | $4,212+69.7% |
| Admin fee / account holder | $33,130 | $8,989+268.6% | $12,068+174.5% | $7,344+351.1% |