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 | $520,205 | $109,413+375.5% | $156,263+232.9% | $84,808+513.4% |
| Participation rate | 71.8% | 72.7%-0.9pp | 78.9%-7.1pp | 68.3%+3.5pp |
| Annual return | 9.26% | 20.18%-10.9pp | 59.47%-50.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $6,717 | $2,907+131.1% | $4,333+55.0% | $2,631+155.3% |
| Participant deferral / active EE | $8,634 | $4,590+88.1% | $6,158+40.2% | $4,212+105.0% |
| Admin fee / account holder | $17,503 | $9,357+87.1% | $14,255+22.8% | $7,344+138.3% |