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 | $306,553 | $87,166+251.7% | $76,735+299.5% | $137,256+123.3% |
| Participation rate | 73.7% | 74.4%-0.7pp | 69.5%+4.2pp | 80.0%-6.3pp |
| Annual return | 10.18% | 26.50%-16.3pp | 29.77%-19.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,402 | $2,904+120.4% | $2,454+160.8% | $4,156+54.0% |
| Participant deferral / active EE | $6,459 | $4,726+36.7% | $4,088+58.0% | $6,407+0.8% |
| Admin fee / account holder | $136,294 | $8,403+1521.9% | $7,189+1795.8% | $12,270+1010.8% |