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 | $304,186 | $106,515+185.6% | $96,683+214.6% | $139,434+118.2% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 6.42% | 38.43%-32.0pp | 35.69%-29.3pp | 372.94%-366.5pp |
| Employer contribution / active EE | $8,731 | $4,103+112.8% | $3,737+133.6% | $4,751+83.8% |
| Participant deferral / active EE | $12,676 | $5,454+132.4% | $4,878+159.9% | $6,710+88.9% |
| Admin fee / account holder | $209,897 | $7,877+2564.7% | $6,730+3019.1% | $11,403+1740.8% |