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 | $94,338+166.5% | $100,534+150.1% | $142,382+76.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 8.56% | 29.20%-20.6pp | 32.66%-24.1pp | 217.08%-208.5pp |
| Employer contribution / active EE | $6,209 | $4,237+46.6% | $4,346+42.9% | $4,299+44.4% |
| Participant deferral / active EE | $6,496 | $5,934+9.5% | $6,144+5.7% | $6,507-0.2% |
| Admin fee / account holder | $13,941 | $8,421+65.5% | $7,654+82.1% | $12,624+10.4% |