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 | $254,561 | $124,319+104.8% | $111,297+128.7% | $167,490+52.0% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 8.94% | 37.44%-28.5pp | 54.65%-45.7pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,039 | $3,435-69.8% | $2,731-62.0% | $4,837-78.5% |
| Participant deferral / active EE | $5,317 | $5,180+2.6% | $4,487+18.5% | $6,341-16.1% |
| Admin fee / account holder | $2,215 | $10,618-79.1% | $7,964-72.2% | $12,309-82.0% |