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 | $332,487 | $153,772+116.2% | $133,980+148.2% | $273,961+21.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.14% | 36.51%-33.4pp | 29.30%-26.2pp | 41.45%-38.3pp |
| Employer contribution / active EE | $19,700 | $6,029+226.8% | $5,211+278.0% | $4,869+304.6% |
| Participant deferral / active EE | $11,732 | $6,958+68.6% | $6,282+86.8% | $5,287+121.9% |
| Admin fee / account holder | $566 | $11,765-95.2% | $9,324-93.9% | $10,132-94.4% |