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 | $283,702 | $65,365+334.0% | $92,893+205.4% | $72,985+288.7% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 0.45% | 42.10%-41.7pp | 109.41%-109.0pp | 81.00%-80.5pp |
| Employer contribution / active EE | $23,529 | $2,594+807.0% | $3,653+544.2% | $2,440+864.4% |
| Participant deferral / active EE | $4,535 | $3,128+45.0% | $4,236+7.1% | $3,607+25.7% |
| Admin fee / account holder | $4,114 | $4,251-3.2% | $5,794-29.0% | $5,124-19.7% |