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 | $258,562 | $105,126+146.0% | $94,646+173.2% | $139,434+85.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 9.68% | 38.03%-28.4pp | 156.71%-147.0pp | 372.94%-363.3pp |
| Employer contribution / active EE | $2,582 | $4,106-37.1% | $3,672-29.7% | $4,751-45.7% |
| Participant deferral / active EE | $5,747 | $7,599-24.4% | $7,418-22.5% | $6,710-14.3% |
| Admin fee / account holder | $3,684 | $8,984-59.0% | $7,231-49.0% | $11,403-67.7% |