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 | $255,139 | $86,929+193.5% | $102,423+149.1% | $80,856+215.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.66% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,090 | $2,369-11.8% | $3,023-30.9% | $2,755-24.2% |
| Participant deferral / active EE | $7,143 | $4,118+73.4% | $5,053+41.4% | $4,296+66.3% |
| Admin fee / account holder | $64,266 | $8,049+698.4% | $9,451+580.0% | $6,918+829.0% |