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 | $269,752 | $106,584+153.1% | $101,326+166.2% | $142,382+89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.03% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,221 | $3,956+6.7% | $3,665+15.1% | $4,299-1.8% |
| Participant deferral / active EE | $3,750 | $8,297-54.8% | $7,994-53.1% | $6,507-42.4% |
| Admin fee / account holder | $22,758 | $11,446+98.8% | $11,185+103.5% | $12,624+80.3% |