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 | $292,985 | $96,484+203.7% | $75,886+286.1% | $152,861+91.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 3.19% | 33.98%-30.8pp | 30.76%-27.6pp | 345.32%-342.1pp |
| Employer contribution / active EE | $1,809 | $3,309-45.3% | $2,500-27.7% | $4,762-62.0% |
| Participant deferral / active EE | $4,695 | $4,553+3.1% | $3,603+30.3% | $5,850-19.7% |
| Admin fee / account holder | $9,834 | $8,078+21.7% | $5,418+81.5% | $11,596-15.2% |