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 | $305,830 | $99,341+207.9% | $84,750+260.9% | $273,961+11.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.28% | 22.93%-23.2pp | 22.78%-23.1pp | 41.45%-41.7pp |
| Employer contribution / active EE | $16,467 | $4,214+290.8% | $3,574+360.7% | $4,869+238.2% |
| Participant deferral / active EE | $5,419 | $4,269+26.9% | $3,712+46.0% | $5,287+2.5% |
| Admin fee / account holder | $16,123 | $6,644+142.7% | $5,332+202.4% | $10,132+59.1% |