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 | $545,531 | $124,425+338.4% | $112,040+386.9% | $137,256+297.5% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 6.63% | 24.72%-18.1pp | 24.52%-17.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,534 | $3,411-25.7% | $2,954-14.2% | $4,156-39.0% |
| Participant deferral / active EE | $5,952 | $5,718+4.1% | $5,098+16.8% | $6,407-7.1% |
| Admin fee / account holder | $1,930 | $15,207-87.3% | $12,098-84.0% | $12,270-84.3% |