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 | $287,771 | $98,750+191.4% | $149,696+92.2% | $79,858+260.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -4.37% | 27.43%-31.8pp | 276.60%-281.0pp | 31.71%-36.1pp |
| Employer contribution / active EE | $27,473 | $3,216+754.1% | $4,644+491.5% | $2,471+1011.9% |
| Participant deferral / active EE | $3,464 | $5,680-39.0% | $6,842-49.4% | $3,740-7.4% |
| Admin fee / account holder | $12,983 | $6,053+114.5% | $9,309+39.5% | $5,306+144.7% |