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 | $357,920 | $73,933+384.1% | $96,683+270.2% | $75,163+376.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.99% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $19,304 | $2,928+559.4% | $3,737+416.6% | $2,670+623.0% |
| Participant deferral / active EE | $7,576 | $3,659+107.1% | $4,878+55.3% | $4,125+83.7% |
| Admin fee / account holder | $4,094 | $5,216-21.5% | $6,730-39.2% | $5,651-27.6% |