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 | $390,789 | $109,881+255.6% | $150,045+160.4% | $84,808+360.8% |
| Participation rate | 85.3% | 76.1%+9.2pp | 82.3%+3.0pp | 68.3%+17.0pp |
| Annual return | 11.67% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,579 | $3,561+0.5% | $4,693-23.7% | $2,631+36.1% |
| Participant deferral / active EE | $8,312 | $6,636+25.3% | $7,997+3.9% | $4,212+97.4% |
| Admin fee / account holder | $23,323 | $8,568+172.2% | $13,435+73.6% | $7,344+217.6% |