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 | $260,737 | $76,552+240.6% | $123,892+110.5% | $62,891+314.6% |
| Participation rate | 88.2% | 73.0%+15.3pp | 81.4%+6.8pp | 69.3%+18.9pp |
| Annual return | 5.42% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $3,450 | $2,883+19.7% | $4,617-25.3% | $2,281+51.3% |
| Participant deferral / active EE | $6,080 | $4,840+25.6% | $5,984+1.6% | $3,203+89.8% |
| Admin fee / account holder | $8,040 | $4,826+66.6% | $8,357-3.8% | $4,296+87.2% |