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 | $256,189 | $80,673+217.6% | $101,326+152.8% | $84,808+202.1% |
| Participation rate | 90.7% | 77.8%+12.9pp | 81.5%+9.2pp | 68.3%+22.4pp |
| Annual return | 13.98% | 38.95%-25.0pp | 36.82%-22.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $2,557 | $2,698-5.2% | $3,665-30.2% | $2,631-2.8% |
| Participant deferral / active EE | $3,498 | $6,840-48.9% | $7,994-56.2% | $4,212-17.0% |
| Admin fee / account holder | $8,008 | $12,784-37.4% | $11,185-28.4% | $7,344+9.0% |