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 | $417,600 | $87,166+379.1% | $76,735+444.2% | $137,256+204.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 8.01% | 26.50%-18.5pp | 29.77%-21.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $5,556 | $2,904+91.3% | $2,454+126.4% | $4,156+33.7% |
| Participant deferral / active EE | $3,444 | $4,726-27.1% | $4,088-15.7% | $6,407-46.2% |
| Admin fee / account holder | $22,530 | $8,403+168.1% | $7,189+213.4% | $12,270+83.6% |