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 | $288,222 | $102,828+180.3% | $105,387+173.5% | $152,861+88.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.18% | 20.85%-16.7pp | 26.82%-22.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $11,922 | $4,473+166.6% | $4,213+183.0% | $4,762+150.3% |
| Participant deferral / active EE | $8,143 | $5,465+49.0% | $5,502+48.0% | $5,850+39.2% |
| Admin fee / account holder | $1,828 | $8,683-78.9% | $6,559-72.1% | $11,596-84.2% |