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 | $256,773 | $109,881+133.7% | $150,045+71.1% | $84,808+202.8% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 12.90% | 28.25%-15.3pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,785 | $3,561+6.3% | $4,693-19.3% | $2,631+43.9% |
| Participant deferral / active EE | $8,374 | $6,636+26.2% | $7,997+4.7% | $4,212+98.8% |
| Admin fee / account holder | $6,895 | $8,568-19.5% | $13,435-48.7% | $7,344-6.1% |