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 | $296,183 | $98,240+201.5% | $82,313+259.8% | $147,584+100.7% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 5.35% | 30.85%-25.5pp | 25.88%-20.5pp | 578.55%-573.2pp |
| Employer contribution / active EE | $8,130 | $3,192+154.7% | $2,428+234.8% | $4,876+66.7% |
| Participant deferral / active EE | $3,844 | $4,383-12.3% | $3,706+3.7% | $5,439-29.3% |
| Admin fee / account holder | $24,675 | $8,563+188.2% | $5,608+340.0% | $10,885+126.7% |