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 7-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 | $355,679 | $72,114+393.2% | $108,745+227.1% | $62,891+465.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 4.53% | 13.41%-8.9pp | 46.22%-41.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $24,373 | $2,694+804.9% | $3,323+633.5% | $2,281+968.6% |
| Participant deferral / active EE | $9,335 | $4,044+130.8% | $5,121+82.3% | $3,203+191.5% |
| Admin fee / account holder | $3,419 | $4,608-25.8% | $6,144-44.4% | $4,296-20.4% |