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 | $402,812 | $65,365+516.2% | $92,893+333.6% | $72,985+451.9% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | -1.40% | 42.10%-43.5pp | 109.41%-110.8pp | 81.00%-82.4pp |
| Employer contribution / active EE | $11,139 | $2,594+329.4% | $3,653+205.0% | $2,440+356.6% |
| Participant deferral / active EE | $3,341 | $3,128+6.8% | $4,236-21.1% | $3,607-7.4% |
| Admin fee / account holder | $38,187 | $4,251+798.2% | $5,794+559.1% | $5,124+645.2% |