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 | $251,476 | $95,453+163.5% | $112,040+124.5% | $82,448+205.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.68% | 23.92%-12.2pp | 24.52%-12.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $10,996 | $2,318+374.4% | $2,954+272.3% | $2,551+331.1% |
| Participant deferral / active EE | $12,134 | $4,224+187.3% | $5,098+138.0% | $4,139+193.1% |
| Admin fee / account holder | $34,813 | $9,013+286.2% | $12,098+187.8% | $7,234+381.2% |