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 | $332,251 | $111,754+197.3% | $103,333+221.5% | $145,922+127.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 8.65% | 24.77%-16.1pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $7,524 | $4,212+78.6% | $3,868+94.5% | $4,660+61.5% |
| Participant deferral / active EE | $6,955 | $5,619+23.8% | $5,057+37.5% | $6,688+4.0% |
| Admin fee / account holder | $13,127 | $9,750+34.6% | $8,355+57.1% | $13,397-2.0% |