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 | $280,262 | $80,717+247.2% | $154,803+81.0% | $84,808+230.5% |
| Participation rate | 77.4% | 66.8%+10.6pp | 78.1%-0.7pp | 68.3%+9.1pp |
| Annual return | 7.81% | 37.96%-30.2pp | 58.88%-51.1pp | 40.90%-33.1pp |
| Employer contribution / active EE | $6,676 | $2,761+141.8% | $4,305+55.1% | $2,631+153.7% |
| Participant deferral / active EE | $6,526 | $3,303+97.6% | $5,540+17.8% | $4,212+55.0% |
| Admin fee / account holder | $5,671 | $6,746-15.9% | $14,329-60.4% | $7,344-22.8% |