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 | $289,047 | $96,484+199.6% | $75,886+280.9% | $152,861+89.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 9.02% | 33.98%-25.0pp | 30.76%-21.7pp | 345.32%-336.3pp |
| Employer contribution / active EE | $6,996 | $3,309+111.4% | $2,500+179.8% | $4,762+46.9% |
| Participant deferral / active EE | $17,240 | $4,553+278.7% | $3,603+378.5% | $5,850+194.7% |
| Admin fee / account holder | $7,423 | $8,078-8.1% | $5,418+37.0% | $11,596-36.0% |