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 6-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 | $265,508 | $81,208+226.9% | $98,907+168.4% | $79,858+232.5% |
| Participation rate | 72.0% | 72.5%-0.5pp | 76.0%-4.0pp | 69.6%+2.4pp |
| Annual return | 5.95% | 60.99%-55.0pp | 196.43%-190.5pp | 31.71%-25.8pp |
| Employer contribution / active EE | $2,589 | $1,960+32.1% | $2,689-3.7% | $2,471+4.8% |
| Participant deferral / active EE | $4,083 | $3,265+25.1% | $4,244-3.8% | $3,740+9.2% |
| Admin fee / account holder | $4,505 | $6,013-25.1% | $6,642-32.2% | $5,306-15.1% |