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 | $279,167 | $109,881+154.1% | $150,045+86.1% | $84,808+229.2% |
| Participation rate | 77.0% | 76.1%+1.0pp | 82.3%-5.3pp | 68.3%+8.7pp |
| Annual return | 13.46% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,017 | $3,561+12.8% | $4,693-14.4% | $2,631+52.7% |
| Participant deferral / active EE | $10,196 | $6,636+53.7% | $7,997+27.5% | $4,212+142.1% |
| Admin fee / account holder | $25,182 | $8,568+193.9% | $13,435+87.4% | $7,344+242.9% |