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 | $404,829 | $57,541+603.5% | $95,745+322.8% | $75,163+438.6% |
| Participation rate | 87.1% | 62.5%+24.6pp | 72.3%+14.8pp | 67.2%+19.9pp |
| Annual return | 1.53% | 34.93%-33.4pp | 28.35%-26.8pp | 160.62%-159.1pp |
| Employer contribution / active EE | $1,613 | $1,808-10.8% | $2,835-43.1% | $2,670-39.6% |
| Participant deferral / active EE | $6,253 | $3,074+103.4% | $4,245+47.3% | $4,125+51.6% |
| Admin fee / account holder | $18,353 | $4,099+347.8% | $5,678+223.2% | $5,651+224.8% |