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 | $271,133 | $109,881+146.8% | $150,045+80.7% | $84,808+219.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.02% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,950 | $3,561+10.9% | $4,693-15.8% | $2,631+50.1% |
| Participant deferral / active EE | $10,731 | $6,636+61.7% | $7,997+34.2% | $4,212+154.8% |
| Admin fee / account holder | $6,557 | $8,568-23.5% | $13,435-51.2% | $7,344-10.7% |