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 | $373,944 | $153,772+143.2% | $133,980+179.1% | $273,961+36.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.97% | 36.51%-35.5pp | 29.30%-28.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $25,671 | $6,029+325.8% | $5,211+392.6% | $4,869+427.3% |
| Participant deferral / active EE | $14,000 | $6,958+101.2% | $6,282+122.9% | $5,287+164.8% |
| Admin fee / account holder | $9,494 | $11,765-19.3% | $9,324+1.8% | $10,132-6.3% |