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 | $442,578 | $153,772+187.8% | $133,980+230.3% | $273,961+61.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 0.39% | 36.51%-36.1pp | 29.30%-28.9pp | 41.45%-41.1pp |
| Employer contribution / active EE | $8,371 | $6,029+38.9% | $5,211+60.6% | $4,869+71.9% |
| Participant deferral / active EE | $2,521 | $6,958-63.8% | $6,282-59.9% | $5,287-52.3% |
| Admin fee / account holder | $14,327 | $11,765+21.8% | $9,324+53.7% | $10,132+41.4% |