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 | $320,248 | $86,929+268.4% | $102,423+212.7% | $80,856+296.1% |
| Participation rate | 74.2% | 72.4%+1.8pp | 76.5%-2.3pp | 67.6%+6.6pp |
| Annual return | 9.99% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,341 | $2,369-1.2% | $3,023-22.6% | $2,755-15.0% |
| Participant deferral / active EE | $2,697 | $4,118-34.5% | $5,053-46.6% | $4,296-37.2% |
| Admin fee / account holder | $39,635 | $8,049+392.4% | $9,451+319.4% | $6,918+472.9% |