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 | $313,428 | $106,515+194.3% | $96,683+224.2% | $139,434+124.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.45% | 38.43%-37.0pp | 35.69%-34.2pp | 372.94%-371.5pp |
| Employer contribution / active EE | $15,526 | $4,103+278.4% | $3,737+315.5% | $4,751+226.8% |
| Participant deferral / active EE | $4,281 | $5,454-21.5% | $4,878-12.2% | $6,710-36.2% |
| Admin fee / account holder | $42,574 | $7,877+440.5% | $6,730+532.6% | $11,403+273.4% |