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 | $312,198 | $148,534+110.2% | $135,903+129.7% | $139,434+123.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.74% | 79.19%-76.5pp | 68.23%-65.5pp | 372.94%-370.2pp |
| Employer contribution / active EE | $17,854 | $5,243+240.5% | $4,856+267.7% | $4,751+275.8% |
| Participant deferral / active EE | $5,462 | $8,100-32.6% | $7,758-29.6% | $6,710-18.6% |
| Admin fee / account holder | $2,480 | $12,400-80.0% | $10,762-77.0% | $11,403-78.3% |