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 | $326,688 | $215,361+51.7% | $171,082+91.0% | $273,961+19.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 0.56% | 25.14%-24.6pp | 32.56%-32.0pp | 41.45%-40.9pp |
| Employer contribution / active EE | $7,052 | $4,967+42.0% | $4,002+76.2% | $4,869+44.8% |
| Participant deferral / active EE | $6,315 | $5,543+13.9% | $4,797+31.6% | $5,287+19.4% |
| Admin fee / account holder | $11,014 | $10,846+1.5% | $8,520+29.3% | $10,132+8.7% |