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 | $270,179 | $181,894+48.5% | $156,549+72.6% | $273,961-1.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.64% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $19,198 | $6,248+207.3% | $5,501+249.0% | $4,869+294.3% |
| Participant deferral / active EE | $12,859 | $5,550+131.7% | $4,871+164.0% | $5,287+143.2% |
| Admin fee / account holder | $16,551 | $15,559+6.4% | $13,027+27.1% | $10,132+63.4% |