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 | $354,063 | $228,332+55.1% | $185,823+90.5% | $158,922+122.8% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 4.22% | 40.80%-36.6pp | 35.95%-31.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $8,217 | $4,967+65.5% | $4,087+101.0% | $4,761+72.6% |
| Participant deferral / active EE | $14,875 | $6,415+131.9% | $5,632+164.1% | $5,982+148.7% |
| Admin fee / account holder | $74,928 | $11,864+531.6% | $9,500+688.7% | $11,246+566.3% |