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 | $269,259 | $100,923+166.8% | $150,045+79.5% | $74,304+262.4% |
| Participation rate | 74.1% | 70.1%+4.0pp | 82.3%-8.2pp | 60.3%+13.7pp |
| Annual return | 12.09% | 51.77%-39.7pp | 62.55%-50.5pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,586 | $3,463-25.3% | $4,693-44.9% | $2,241+15.4% |
| Participant deferral / active EE | $5,102 | $6,709-24.0% | $7,997-36.2% | $3,767+35.4% |
| Admin fee / account holder | $8,239 | $2,767+197.8% | $13,435-38.7% | $2,969+177.5% |