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 | $382,301 | $99,633+283.7% | $183,328+108.5% | $82,448+363.7% |
| Participation rate | 97.4% | 70.8%+26.7pp | 77.3%+20.1pp | 68.1%+29.4pp |
| Annual return | 10.74% | 17.84%-7.1pp | 29.67%-18.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,315 | $3,256+1.8% | $5,055-34.4% | $2,551+30.0% |
| Participant deferral / active EE | $5,742 | $4,938+16.3% | $6,795-15.5% | $4,139+38.7% |
| Admin fee / account holder | $75,695 | $9,934+662.0% | $21,427+253.3% | $7,234+946.3% |