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 | $81,446+262.1% | $103,374+185.3% | $80,874+264.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 0.02% | 25.57%-25.5pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $15,413 | $3,107+396.1% | $3,869+298.3% | $2,756+459.3% |
| Participant deferral / active EE | $6,832 | $3,870+76.5% | $5,058+35.1% | $4,297+59.0% |
| Admin fee / account holder | $12,511 | $6,715+86.3% | $8,394+49.0% | $6,935+80.4% |