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 | $257,707 | $148,978+73.0% | $200,582+28.5% | $84,808+203.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.26% | 28.16%-17.9pp | 42.33%-32.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,578 | $4,815-46.5% | $6,419-59.8% | $2,631-2.0% |
| Participant deferral / active EE | $7,319 | $7,142+2.5% | $9,331-21.6% | $4,212+73.8% |
| Admin fee / account holder | $9,614 | $13,977-31.2% | $16,305-41.0% | $7,344+30.9% |