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 | $405,828 | $85,022+377.3% | $70,515+475.5% | $139,434+191.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 5.45% | 30.38%-24.9pp | 32.77%-27.3pp | 372.94%-367.5pp |
| Employer contribution / active EE | $4,444 | $3,909+13.7% | $2,973+49.5% | $4,751-6.4% |
| Participant deferral / active EE | $7,667 | $5,890+30.2% | $4,567+67.9% | $6,710+14.3% |
| Admin fee / account holder | $835 | $8,906-90.6% | $6,412-87.0% | $11,403-92.7% |