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 | $398,105 | $60,892+553.8% | $82,389+383.2% | $84,808+369.4% |
| Participation rate | 96.8% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.5pp |
| Annual return | 9.19% | 37.29%-28.1pp | 28.67%-19.5pp | 40.90%-31.7pp |
| Employer contribution / active EE | $12,903 | $1,779+625.2% | $2,517+412.6% | $2,631+390.4% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $57,903 | $5,467+959.1% | $7,231+700.8% | $7,344+688.5% |