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 | $459,082 | $135,952+237.7% | $123,892+270.5% | $273,961+67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.89% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $22,356 | $5,170+332.4% | $4,617+384.2% | $4,869+359.2% |
| Participant deferral / active EE | $8,476 | $6,343+33.6% | $5,984+41.6% | $5,287+60.3% |
| Admin fee / account holder | $3,701 | $9,817-62.3% | $8,357-55.7% | $10,132-63.5% |