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 | $258,389 | $91,190+183.4% | $178,490+44.8% | $79,858+223.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -3.08% | 24.19%-27.3pp | 151.07%-154.2pp | 31.71%-34.8pp |
| Employer contribution / active EE | $3,585 | $3,256+10.1% | $5,011-28.4% | $2,471+45.1% |
| Participant deferral / active EE | $2,807 | $3,236-13.3% | $5,202-46.0% | $3,740-25.0% |
| Admin fee / account holder | $17,366 | $6,751+157.2% | $13,984+24.2% | $5,306+227.3% |