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 | $253,649 | $58,512+333.5% | $84,015+201.9% | $72,985+247.5% |
| Participation rate | 95.8% | 61.2%+34.6pp | 69.0%+26.8pp | 69.5%+26.3pp |
| Annual return | 0.38% | 28.93%-28.6pp | 71.31%-70.9pp | 81.00%-80.6pp |
| Employer contribution / active EE | $5,362 | $1,163+361.1% | $1,983+170.3% | $2,440+119.8% |
| Participant deferral / active EE | $8,931 | $2,394+273.1% | $3,239+175.8% | $3,607+147.6% |
| Admin fee / account holder | $4,624 | $4,569+1.2% | $6,101-24.2% | $5,124-9.8% |