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 | $274,554 | $109,881+149.9% | $150,045+83.0% | $84,808+223.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 10.76% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $4,792 | $3,561+34.6% | $4,693+2.1% | $2,631+82.1% |
| Participant deferral / active EE | $9,921 | $6,636+49.5% | $7,997+24.1% | $4,212+135.6% |
| Admin fee / account holder | $5,816 | $8,568-32.1% | $13,435-56.7% | $7,344-20.8% |