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 | $435,530 | $104,664+316.1% | $85,682+408.3% | $167,490+160.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 4.35% | 21.45%-17.1pp | 21.49%-17.1pp | 478.56%-474.2pp |
| Employer contribution / active EE | $4,444 | $3,337+33.2% | $2,618+69.7% | $4,837-8.1% |
| Participant deferral / active EE | $6,347 | $4,824+31.6% | $3,923+61.8% | $6,341+0.1% |
| Admin fee / account holder | $928 | $10,032-90.7% | $6,873-86.5% | $12,309-92.5% |