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 9-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 | $263,466 | $93,170+182.8% | $100,534+162.1% | $84,808+210.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 5.70% | 47.13%-41.4pp | 32.66%-27.0pp | 40.90%-35.2pp |
| Employer contribution / active EE | $1,342 | $3,985-66.3% | $4,346-69.1% | $2,631-49.0% |
| Participant deferral / active EE | $4,111 | $5,699-27.9% | $6,144-33.1% | $4,212-2.4% |
| Admin fee / account holder | $15,639 | $7,382+111.8% | $7,654+104.3% | $7,344+113.0% |