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 | $366,655 | $153,772+138.4% | $133,980+173.7% | $273,961+33.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.17% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $5,230 | $6,029-13.2% | $5,211+0.4% | $4,869+7.4% |
| Participant deferral / active EE | $11,600 | $6,958+66.7% | $6,282+84.7% | $5,287+119.4% |
| Admin fee / account holder | $11,224 | $11,765-4.6% | $9,324+20.4% | $10,132+10.8% |