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 | $319,012 | $123,793+157.7% | $177,821+79.4% | $79,858+299.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.63% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $22,033 | $4,095+438.0% | $5,918+272.3% | $2,471+791.7% |
| Participant deferral / active EE | $13,881 | $5,956+133.1% | $7,714+80.0% | $3,740+271.2% |
| Admin fee / account holder | $410 | $7,243-94.3% | $12,427-96.7% | $5,306-92.3% |