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 | $383,197 | $80,717+374.7% | $154,803+147.5% | $84,808+351.8% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 12.88% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,170 | $2,761+14.8% | $4,305-26.4% | $2,631+20.5% |
| Participant deferral / active EE | $8,902 | $3,303+169.5% | $5,540+60.7% | $4,212+111.4% |
| Admin fee / account holder | $7,656 | $6,746+13.5% | $14,329-46.6% | $7,344+4.3% |