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 | $263,550 | $85,766+207.3% | $136,294+93.4% | $70,131+275.8% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 11.35% | 31.45%-20.1pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,197 | $5,051+62.3% | $6,247+31.2% | $3,332+146.0% |
| Admin fee / account holder | $467 | $5,420-91.4% | $9,243-94.9% | $4,645-90.0% |