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 | $259,198 | $98,750+162.5% | $149,696+73.1% | $79,858+224.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 11.83% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,062 | $3,216-4.8% | $4,644-34.1% | $2,471+23.9% |
| Participant deferral / active EE | $9,397 | $5,680+65.4% | $6,842+37.3% | $3,740+151.3% |
| Admin fee / account holder | $3,712 | $6,053-38.7% | $9,309-60.1% | $5,306-30.0% |