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 | $100,326+281.1% | $180,183+112.2% | $84,808+350.8% |
| Participation rate | 97.4% | 71.0%+26.4pp | 77.4%+20.0pp | 68.3%+29.1pp |
| Annual return | 10.74% | 17.86%-7.1pp | 27.86%-17.1pp | 40.90%-30.2pp |
| Employer contribution / active EE | $3,315 | $3,269+1.4% | $5,039-34.2% | $2,631+26.0% |
| Participant deferral / active EE | $5,742 | $5,066+13.3% | $6,822-15.8% | $4,212+36.3% |
| Admin fee / account holder | $75,695 | $9,674+682.4% | $19,975+278.9% | $7,344+930.7% |