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 | $74,927+334.3% | $101,794+219.7% | $84,808+283.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 9.35% | 18.70%-9.4pp | 30.53%-21.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $8,531 | $1,522+460.6% | $2,289+272.7% | $2,631+224.3% |
| Participant deferral / active EE | $3,210 | $3,099+3.6% | $4,084-21.4% | $4,212-23.8% |
| Admin fee / account holder | $6,415 | $6,514-1.5% | $8,777-26.9% | $7,344-12.6% |