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 | $293,619 | $124,425+136.0% | $112,040+162.1% | $137,256+113.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.03% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,477 | $3,411-27.4% | $2,954-16.2% | $4,156-40.4% |
| Participant deferral / active EE | $8,670 | $5,718+51.6% | $5,098+70.1% | $6,407+35.3% |
| Admin fee / account holder | $12,315 | $15,207-19.0% | $12,098+1.8% | $12,270+0.4% |