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 | $325,431 | $73,787+341.0% | $98,716+229.7% | $82,448+294.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.35% | 18.57%-9.2pp | 31.81%-22.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $8,531 | $1,511+464.5% | $2,279+274.4% | $2,551+234.4% |
| Participant deferral / active EE | $3,210 | $3,081+4.2% | $4,048-20.7% | $4,139-22.4% |
| Admin fee / account holder | $6,415 | $6,500-1.3% | $8,703-26.3% | $7,234-11.3% |