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 | $308,450 | $181,894+69.6% | $156,549+97.0% | $273,961+12.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.44% | 30.74%-30.3pp | 32.23%-31.8pp | 41.45%-41.0pp |
| Employer contribution / active EE | $24,917 | $6,248+298.8% | $5,501+352.9% | $4,869+411.8% |
| Participant deferral / active EE | $14,000 | $5,550+152.3% | $4,871+187.4% | $5,287+164.8% |
| Admin fee / account holder | $1,963 | $15,559-87.4% | $13,027-84.9% | $10,132-80.6% |