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 | $369,618 | $181,894+103.2% | $156,549+136.1% | $273,961+34.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.15% | 30.74%-28.6pp | 32.23%-30.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $22,728 | $6,248+263.8% | $5,501+313.1% | $4,869+366.8% |
| Participant deferral / active EE | $7,500 | $5,550+35.1% | $4,871+54.0% | $5,287+41.9% |
| Admin fee / account holder | $194,894 | $15,559+1152.6% | $13,027+1396.0% | $10,132+1823.6% |