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 | $260,225 | $66,402+291.9% | $109,895+136.8% | $85,850+203.1% |
| Participation rate | 73.1% | 63.9%+9.2pp | 74.2%-1.1pp | 69.3%+3.8pp |
| Annual return | 7.71% | 19.59%-11.9pp | 29.45%-21.7pp | 318.53%-310.8pp |
| Employer contribution / active EE | $2,813 | $1,687+66.7% | $2,842-1.0% | $2,565+9.7% |
| Participant deferral / active EE | $2,877 | $2,842+1.2% | $4,048-28.9% | $3,952-27.2% |
| Admin fee / account holder | $15,773 | $4,557+246.1% | $6,066+160.0% | $6,260+152.0% |