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 | $363,922 | $95,266+282.0% | $82,389+341.7% | $142,382+155.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 3.93% | 25.74%-21.8pp | 28.67%-24.7pp | 217.08%-213.1pp |
| Employer contribution / active EE | $31,556 | $2,991+955.0% | $2,517+1153.7% | $4,299+634.0% |
| Participant deferral / active EE | $7,929 | $4,809+64.9% | $4,155+90.8% | $6,507+21.8% |
| Admin fee / account holder | $35,227 | $8,563+311.4% | $7,231+387.2% | $12,624+179.1% |