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 | $252,642 | $153,772+64.3% | $133,980+88.6% | $273,961-7.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.72% | 36.51%-40.2pp | 29.30%-33.0pp | 41.45%-45.2pp |
| Employer contribution / active EE | $3,830 | $6,029-36.5% | $5,211-26.5% | $4,869-21.3% |
| Participant deferral / active EE | $8,704 | $6,958+25.1% | $6,282+38.6% | $5,287+64.6% |
| Admin fee / account holder | $7,563 | $11,765-35.7% | $9,324-18.9% | $10,132-25.4% |