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 | $292,702 | $154,117+89.9% | $129,995+125.2% | $139,434+109.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.32% | 32.48%-26.2pp | -137.18%+143.5pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,444 | $5,289-72.7% | $4,320-66.6% | $4,751-69.6% |
| Participant deferral / active EE | $12,000 | $6,710+78.8% | $5,820+106.2% | $6,710+78.8% |
| Admin fee / account holder | $6,775 | $14,007-51.6% | $10,614-36.2% | $11,403-40.6% |