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 | $278,426 | $99,341+180.3% | $84,750+228.5% | $273,961+1.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.56% | 22.93%-25.5pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $18,928 | $4,214+349.2% | $3,574+429.6% | $4,869+288.8% |
| Participant deferral / active EE | $10,303 | $4,269+141.3% | $3,712+177.6% | $5,287+94.9% |
| Admin fee / account holder | $2,547 | $6,644-61.7% | $5,332-52.2% | $10,132-74.9% |