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 | $273,218 | $201,272+35.7% | $184,203+48.3% | $145,922+87.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.51% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $6,550 | $7,022-6.7% | $6,427+1.9% | $4,660+40.6% |
| Participant deferral / active EE | $7,966 | $9,806-18.8% | $9,131-12.8% | $6,688+19.1% |
| Admin fee / account holder | $2,505 | $16,364-84.7% | $13,901-82.0% | $13,397-81.3% |