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 | $294,903 | $81,460+262.0% | $103,333+185.4% | $80,856+264.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 0.02% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $15,413 | $3,105+396.4% | $3,868+298.5% | $2,755+459.5% |
| Participant deferral / active EE | $6,832 | $3,869+76.6% | $5,057+35.1% | $4,296+59.0% |
| Admin fee / account holder | $12,511 | $6,566+90.5% | $8,355+49.7% | $6,918+80.8% |