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 | $364,518 | $123,793+194.5% | $177,821+105.0% | $79,858+356.5% |
| Participation rate | 96.9% | 84.7%+12.2pp | 87.7%+9.2pp | 69.6%+27.2pp |
| Annual return | 6.27% | 22.82%-16.6pp | 48.32%-42.1pp | 31.71%-25.4pp |
| Employer contribution / active EE | $24,897 | $4,095+507.9% | $5,918+320.7% | $2,471+907.6% |
| Participant deferral / active EE | $3,912 | $5,956-34.3% | $7,714-49.3% | $3,740+4.6% |
| Admin fee / account holder | $22,955 | $7,243+216.9% | $12,427+84.7% | $5,306+332.6% |