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 | $328,605 | $176,812+85.9% | $146,665+124.1% | $167,490+96.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.99% | 24.03%-18.0pp | 22.74%-16.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $12,275 | $5,160+137.9% | $4,136+196.8% | $4,837+153.7% |
| Participant deferral / active EE | $6,500 | $6,440+0.9% | $5,506+18.1% | $6,341+2.5% |
| Admin fee / account holder | $3,284 | $13,259-75.2% | $10,280-68.0% | $12,309-73.3% |