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 | $309,638 | $153,772+101.4% | $133,980+131.1% | $273,961+13.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.28% | 36.51%-36.2pp | 29.30%-29.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $23,426 | $6,029+288.6% | $5,211+349.5% | $4,869+381.2% |
| Participant deferral / active EE | $15,091 | $6,958+116.9% | $6,282+140.2% | $5,287+185.4% |
| Admin fee / account holder | $6,329 | $11,765-46.2% | $9,324-32.1% | $10,132-37.5% |