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 | $252,028 | $152,460+65.3% | $118,746+112.2% | $147,584+70.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 3.07% | 17.41%-14.3pp | 24.54%-21.5pp | 578.55%-575.5pp |
| Employer contribution / active EE | $14,400 | $5,046+185.4% | $4,193+243.5% | $4,876+195.3% |
| Participant deferral / active EE | $13,400 | $6,212+115.7% | $5,332+151.3% | $5,439+146.4% |
| Admin fee / account holder | $6,164 | $16,953-63.6% | $10,720-42.5% | $10,885-43.4% |