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 | $316,628 | $104,664+202.5% | $85,682+269.5% | $167,490+89.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 4.59% | 21.45%-16.9pp | 21.49%-16.9pp | 478.56%-474.0pp |
| Employer contribution / active EE | $1,267 | $3,337-62.0% | $2,618-51.6% | $4,837-73.8% |
| Participant deferral / active EE | $6,584 | $4,824+36.5% | $3,923+67.8% | $6,341+3.8% |
| Admin fee / account holder | $113,238 | $10,032+1028.8% | $6,873+1547.6% | $12,309+820.0% |