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 | $311,458 | $118,450+162.9% | $98,439+216.4% | $139,434+123.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.47% | 18.94%-16.5pp | 21.16%-18.7pp | 372.94%-370.5pp |
| Employer contribution / active EE | $2,599 | $3,609-28.0% | $3,048-14.7% | $4,751-45.3% |
| Participant deferral / active EE | $2,868 | $5,392-46.8% | $4,738-39.5% | $6,710-57.3% |
| Admin fee / account holder | $7,308 | $14,026-47.9% | $8,948-18.3% | $11,403-35.9% |