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 | $309,763 | $99,341+211.8% | $84,750+265.5% | $273,961+13.1% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | -0.09% | 22.93%-23.0pp | 22.78%-22.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,000 | $4,214-28.8% | $3,574-16.1% | $4,869-38.4% |
| Participant deferral / active EE | $3,835 | $4,269-10.2% | $3,712+3.3% | $5,287-27.5% |
| Admin fee / account holder | $1,570 | $6,644-76.4% | $5,332-70.6% | $10,132-84.5% |