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 | $282,357 | $106,890+164.2% | $84,015+236.1% | $152,861+84.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 69.0%+7.9pp | 82.4%-5.5pp |
| Annual return | 2.27% | 104.99%-102.7pp | 71.31%-69.0pp | 345.32%-343.0pp |
| Employer contribution / active EE | $2,669 | $2,734-2.4% | $1,983+34.6% | $4,762-44.0% |
| Participant deferral / active EE | $7,722 | $4,011+92.5% | $3,239+138.4% | $5,850+32.0% |
| Admin fee / account holder | $29,228 | $8,285+252.8% | $6,101+379.1% | $11,596+152.0% |