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 | $269,653 | $68,719+292.4% | $91,541+194.6% | $84,808+218.0% |
| Participation rate | 96.4% | 64.5%+31.9pp | 69.8%+26.7pp | 68.3%+28.1pp |
| Annual return | 9.24% | 19.12%-9.9pp | 20.50%-11.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $20,536 | $1,920+969.7% | $2,505+719.9% | $2,631+680.5% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $4,008-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,006 | $5,786+3.8% | $6,956-13.7% | $7,344-18.2% |