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 | $366,206 | $104,974+248.9% | $95,585+283.1% | $142,382+157.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 5.17% | 210.33%-205.2pp | 38.56%-33.4pp | 217.08%-211.9pp |
| Employer contribution / active EE | $8,057 | $2,779+190.0% | $2,527+218.9% | $4,299+87.4% |
| Participant deferral / active EE | $5,551 | $4,352+27.6% | $4,023+38.0% | $6,507-14.7% |
| Admin fee / account holder | $4,485 | $6,386-29.8% | $6,127-26.8% | $12,624-64.5% |