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 | $282,327 | $106,584+164.9% | $101,326+178.6% | $142,382+98.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.10% | 36.93%-26.8pp | 36.82%-26.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,692 | $3,956+43.9% | $3,665+55.3% | $4,299+32.4% |
| Participant deferral / active EE | $13,695 | $8,297+65.1% | $7,994+71.3% | $6,507+110.5% |
| Admin fee / account holder | $28,089 | $11,446+145.4% | $11,185+151.1% | $12,624+122.5% |