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 | $268,891 | $154,228+74.3% | $145,433+84.9% | $137,256+95.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 12.22% | 74.59%-62.4pp | 66.58%-54.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,536 | $4,804-47.2% | $4,554-44.3% | $4,156-39.0% |
| Participant deferral / active EE | $3,142 | $8,216-61.8% | $7,897-60.2% | $6,407-51.0% |
| Admin fee / account holder | $10,085 | $14,344-29.7% | $13,129-23.2% | $12,270-17.8% |