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 | $357,601 | $96,557+270.4% | $80,975+341.6% | $273,961+30.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -3.47% | 15.14%-18.6pp | 17.10%-20.6pp | 41.45%-44.9pp |
| Employer contribution / active EE | $13,896 | $4,868+185.5% | $3,714+274.1% | $4,869+185.4% |
| Participant deferral / active EE | $6,899 | $6,598+4.6% | $5,696+21.1% | $5,287+30.5% |
| Admin fee / account holder | $22,300 | $7,492+197.6% | $5,516+304.3% | $10,132+120.1% |