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 | $317,281 | $107,334+195.6% | $92,893+241.6% | $152,861+107.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 8.14% | 145.58%-137.4pp | 109.41%-101.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $22,222 | $4,221+426.5% | $3,653+508.4% | $4,762+366.6% |
| Participant deferral / active EE | $3,176 | $4,845-34.4% | $4,236-25.0% | $5,850-45.7% |
| Admin fee / account holder | $15,501 | $7,079+119.0% | $5,794+167.5% | $11,596+33.7% |