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 | $316,608 | $94,529+234.9% | $140,016+126.1% | $64,186+393.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.34% | 7.77%-15.1pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $3,525 | $3,812-7.5% | $5,606-37.1% | $2,381+48.1% |
| Participant deferral / active EE | $11,898 | $5,250+126.6% | $6,927+71.8% | $3,470+242.9% |
| Admin fee / account holder | $5,477 | $6,741-18.8% | $10,705-48.8% | $4,888+12.0% |