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 | $127,065+131.1% | $113,168+159.5% | $142,382+106.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.03% | 24.03%-14.0pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,477 | $3,442-28.0% | $2,975-16.8% | $4,299-42.4% |
| Participant deferral / active EE | $8,670 | $5,716+51.7% | $5,107+69.8% | $6,507+33.2% |
| Admin fee / account holder | $12,315 | $15,736-21.7% | $12,068+2.0% | $12,624-2.4% |