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 | $290,570 | $109,413+165.6% | $156,263+85.9% | $84,808+242.6% |
| Participation rate | 83.7% | 72.7%+11.0pp | 78.9%+4.8pp | 68.3%+15.4pp |
| Annual return | 11.02% | 20.18%-9.2pp | 59.47%-48.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,358 | $2,907+84.3% | $4,333+23.6% | $2,631+103.6% |
| Participant deferral / active EE | $7,295 | $4,590+59.0% | $6,158+18.5% | $4,212+73.2% |
| Admin fee / account holder | $17,138 | $9,357+83.2% | $14,255+20.2% | $7,344+133.4% |