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 | $251,512 | $109,413+129.9% | $156,263+61.0% | $84,808+196.6% |
| Participation rate | 80.8% | 72.7%+8.1pp | 78.9%+1.9pp | 68.3%+12.5pp |
| Annual return | 9.46% | 20.18%-10.7pp | 59.47%-50.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,978 | $2,907+2.4% | $4,333-31.3% | $2,631+13.2% |
| Participant deferral / active EE | $6,343 | $4,590+38.2% | $6,158+3.0% | $4,212+50.6% |
| Admin fee / account holder | $36,347 | $9,357+288.5% | $14,255+155.0% | $7,344+394.9% |