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 | $326,270 | $110,257+195.9% | $96,544+238.0% | $139,434+134.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 0.08% | 26.32%-26.2pp | 25.84%-25.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $7,168 | $3,620+98.0% | $2,965+141.8% | $4,751+50.9% |
| Participant deferral / active EE | $7,587 | $5,548+36.7% | $4,851+56.4% | $6,710+13.1% |
| Admin fee / account holder | $23,900 | $11,591+106.2% | $8,252+189.6% | $11,403+109.6% |