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 | $281,736 | $127,065+121.7% | $113,168+149.0% | $142,382+97.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.43% | 24.03%-17.6pp | 24.27%-17.8pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,778 | $3,442-19.3% | $2,975-6.6% | $4,299-35.4% |
| Participant deferral / active EE | $16,798 | $5,716+193.9% | $5,107+228.9% | $6,507+158.1% |
| Admin fee / account holder | $4,955 | $15,736-68.5% | $12,068-58.9% | $12,624-60.7% |