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 | $310,401 | $69,515+346.5% | $86,874+257.3% | $85,850+261.6% |
| Participation rate | 92.9% | 66.3%+26.5pp | 71.6%+21.2pp | 69.3%+23.5pp |
| Annual return | 9.01% | 20.12%-11.1pp | 63.52%-54.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $20,348 | $1,880+982.1% | $2,495+715.4% | $2,565+693.3% |
| Participant deferral / active EE | $3,067 | $2,919+5.1% | $3,699-17.1% | $3,952-22.4% |
| Admin fee / account holder | $3,306 | $5,972-44.6% | $5,828-43.3% | $6,260-47.2% |