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 | $251,430 | $92,798+170.9% | $96,707+160.0% | $137,256+83.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.56% | 31.24%-22.7pp | 34.78%-26.2pp | 220.34%-211.8pp |
| Employer contribution / active EE | $6,209 | $4,147+49.7% | $4,191+48.2% | $4,156+49.4% |
| Participant deferral / active EE | $6,496 | $5,877+10.5% | $5,997+8.3% | $6,407+1.4% |
| Admin fee / account holder | $13,941 | $7,946+75.5% | $7,503+85.8% | $12,270+13.6% |