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 | $260,194 | $69,977+271.8% | $108,579+139.6% | $62,891+313.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 0.71% | 10.73%-10.0pp | -51.70%+52.4pp | 20.14%-19.4pp |
| Employer contribution / active EE | $9,184 | $2,135+330.2% | $3,758+144.4% | $2,281+302.6% |
| Participant deferral / active EE | $5,269 | $3,165+66.5% | $4,311+22.2% | $3,203+64.5% |
| Admin fee / account holder | $14,219 | $5,076+180.1% | $7,645+86.0% | $4,296+231.0% |