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 | $276,378 | $65,041+324.9% | $90,951+203.9% | $79,858+246.1% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.0%+13.1pp | 69.6%+12.5pp |
| Annual return | 8.83% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $4,298 | $1,247+244.6% | $2,122+102.5% | $2,471+73.9% |
| Participant deferral / active EE | $7,972 | $2,512+217.4% | $3,373+136.4% | $3,740+113.2% |
| Admin fee / account holder | $642 | $4,536-85.8% | $5,959-89.2% | $5,306-87.9% |