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 | $289,203 | $148,978+94.1% | $200,582+44.2% | $84,808+241.0% |
| Participation rate | 81.3% | 84.2%-3.0pp | 86.9%-5.6pp | 68.3%+12.9pp |
| Annual return | 8.40% | 28.16%-19.8pp | 42.33%-33.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,236 | $4,815-32.8% | $6,419-49.6% | $2,631+23.0% |
| Participant deferral / active EE | $8,835 | $7,142+23.7% | $9,331-5.3% | $4,212+109.8% |
| Admin fee / account holder | $7,400 | $13,977-47.1% | $16,305-54.6% | $7,344+0.8% |