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 | $373,313 | $153,772+142.8% | $133,980+178.6% | $273,961+36.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.16% | 36.51%-35.4pp | 29.30%-28.1pp | 41.45%-40.3pp |
| Employer contribution / active EE | $4,190 | $6,029-30.5% | $5,211-19.6% | $4,869-13.9% |
| Participant deferral / active EE | $8,341 | $6,958+19.9% | $6,282+32.8% | $5,287+57.8% |
| Admin fee / account holder | $8,195 | $11,765-30.3% | $9,324-12.1% | $10,132-19.1% |