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 | $251,485 | $153,772+63.5% | $133,980+87.7% | $273,961-8.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.41% | 36.51%-35.1pp | 29.30%-27.9pp | 41.45%-40.0pp |
| Employer contribution / active EE | $13,892 | $6,029+130.4% | $5,211+166.6% | $4,869+185.3% |
| Participant deferral / active EE | $17,800 | $6,958+155.8% | $6,282+183.4% | $5,287+236.7% |
| Admin fee / account holder | $4,065 | $11,765-65.4% | $9,324-56.4% | $10,132-59.9% |