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 | $292,639 | $172,111+70.0% | $150,298+94.7% | $137,256+113.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.71% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,194 | $4,636-52.7% | $4,154-47.2% | $4,156-47.2% |
| Participant deferral / active EE | $9,904 | $6,166+60.6% | $5,453+81.6% | $6,407+54.6% |
| Admin fee / account holder | $16,083 | $16,471-2.4% | $14,116+13.9% | $12,270+31.1% |