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 | $483,227 | $153,772+214.2% | $133,980+260.7% | $273,961+76.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.28% | 36.51%-35.2pp | 29.30%-28.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $31,274 | $6,029+418.7% | $5,211+500.1% | $4,869+542.3% |
| Participant deferral / active EE | $14,060 | $6,958+102.1% | $6,282+123.8% | $5,287+165.9% |
| Admin fee / account holder | $67,472 | $11,765+473.5% | $9,324+623.6% | $10,132+565.9% |