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 | $276,410 | $99,341+178.2% | $84,750+226.1% | $273,961+0.9% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | -1.04% | 22.93%-24.0pp | 22.78%-23.8pp | 41.45%-42.5pp |
| Employer contribution / active EE | $8,910 | $4,214+111.4% | $3,574+149.3% | $4,869+83.0% |
| Participant deferral / active EE | $6,794 | $4,269+59.1% | $3,712+83.1% | $5,287+28.5% |
| Admin fee / account holder | $145,644 | $6,644+2092.1% | $5,332+2631.4% | $10,132+1337.5% |