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 | $314,810 | $85,766+267.1% | $136,294+131.0% | $70,131+348.9% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 12.58% | 31.45%-18.9pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $3,478 | $2,966+17.3% | $4,695-25.9% | $2,342+48.5% |
| Participant deferral / active EE | $9,446 | $5,051+87.0% | $6,247+51.2% | $3,332+183.5% |
| Admin fee / account holder | $6,048 | $5,420+11.6% | $9,243-34.6% | $4,645+30.2% |