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 | $279,818 | $109,881+154.7% | $150,045+86.5% | $84,808+229.9% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.4pp | 68.3%+18.4pp |
| Annual return | 10.38% | 28.25%-17.9pp | 62.55%-52.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,819 | $3,561-20.8% | $4,693-39.9% | $2,631+7.2% |
| Participant deferral / active EE | $9,428 | $6,636+42.1% | $7,997+17.9% | $4,212+123.9% |
| Admin fee / account holder | $7,400 | $8,568-13.6% | $13,435-44.9% | $7,344+0.8% |