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 | $321,164 | $91,190+252.2% | $178,490+79.9% | $79,858+302.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.53% | 24.19%-20.7pp | 151.07%-147.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $12,434 | $3,256+281.9% | $5,011+148.2% | $2,471+403.3% |
| Participant deferral / active EE | $7,273 | $3,236+124.7% | $5,202+39.8% | $3,740+94.5% |
| Admin fee / account holder | $554 | $6,751-91.8% | $13,984-96.0% | $5,306-89.6% |