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 | $319,563 | $181,894+75.7% | $156,549+104.1% | $273,961+16.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.34% | 30.74%-29.4pp | 32.23%-30.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $18,467 | $6,248+195.6% | $5,501+235.7% | $4,869+279.3% |
| Participant deferral / active EE | $14,767 | $5,550+166.1% | $4,871+203.1% | $5,287+179.3% |
| Admin fee / account holder | $3,174 | $15,559-79.6% | $13,027-75.6% | $10,132-68.7% |