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 | $288,847 | $124,425+132.1% | $112,040+157.8% | $137,256+110.4% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 4.64% | 24.72%-20.1pp | 24.52%-19.9pp | 220.34%-215.7pp |
| Employer contribution / active EE | $8,136 | $3,411+138.5% | $2,954+175.4% | $4,156+95.8% |
| Participant deferral / active EE | $2,893 | $5,718-49.4% | $5,098-43.3% | $6,407-54.8% |
| Admin fee / account holder | $9,472 | $15,207-37.7% | $12,098-21.7% | $12,270-22.8% |