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 | $95,266+338.4% | $82,389+406.9% | $142,382+193.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.01% | 25.74%-17.7pp | 28.67%-20.7pp | 217.08%-209.1pp |
| Employer contribution / active EE | $5,556 | $2,991+85.7% | $2,517+120.7% | $4,299+29.2% |
| Participant deferral / active EE | $3,444 | $4,809-28.4% | $4,155-17.1% | $6,507-47.1% |
| Admin fee / account holder | $22,530 | $8,563+163.1% | $7,231+211.6% | $12,624+78.5% |