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 | $58,627+579.0% | $76,735+418.8% | $82,448+382.9% |
| Participation rate | 96.8% | 63.2%+33.6pp | 69.5%+27.3pp | 68.1%+28.7pp |
| Annual return | 9.19% | 39.10%-29.9pp | 29.77%-20.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $12,903 | $1,729+646.2% | $2,454+425.8% | $2,551+405.8% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $57,903 | $5,323+987.9% | $7,189+705.4% | $7,234+700.4% |