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 | $423,744 | $127,777+231.6% | $106,548+297.7% | $167,490+153.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 5.83% | 33.87%-28.0pp | 26.80%-21.0pp | 478.56%-472.7pp |
| Employer contribution / active EE | $14,117 | $3,427+312.0% | $2,819+400.8% | $4,837+191.8% |
| Participant deferral / active EE | $9,774 | $5,087+92.1% | $4,398+122.2% | $6,341+54.1% |
| Admin fee / account holder | $309 | $11,228-97.3% | $7,407-95.8% | $12,309-97.5% |