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 | $380,082 | $85,022+347.0% | $70,515+439.0% | $139,434+172.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 0.11% | 30.38%-30.3pp | 32.77%-32.7pp | 372.94%-372.8pp |
| Employer contribution / active EE | $17,207 | $3,909+340.2% | $2,973+478.7% | $4,751+262.2% |
| Participant deferral / active EE | $14,000 | $5,890+137.7% | $4,567+206.6% | $6,710+108.6% |
| Admin fee / account holder | $5,459 | $8,906-38.7% | $6,412-14.9% | $11,403-52.1% |