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 | $298,466 | $95,803+211.5% | $113,168+163.7% | $84,808+251.9% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 10.32% | 25.00%-14.7pp | 24.27%-13.9pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,865 | $2,360-21.0% | $2,975-37.3% | $2,631-29.1% |
| Participant deferral / active EE | $4,926 | $4,242+16.1% | $5,107-3.5% | $4,212+17.0% |
| Admin fee / account holder | $7,630 | $8,989-15.1% | $12,068-36.8% | $7,344+3.9% |