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 | $286,824 | $163,101+75.9% | $136,749+109.7% | $142,382+101.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 7.46% | 27.54%-20.1pp | 24.33%-16.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $3,333 | $4,117-19.0% | $3,400-1.9% | $4,299-22.5% |
| Participant deferral / active EE | $4,988 | $5,585-10.7% | $4,692+6.3% | $6,507-23.3% |
| Admin fee / account holder | $10,471 | $14,318-26.9% | $11,386-8.0% | $12,624-17.1% |