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 | $335,039 | $53,127+530.6% | $86,590+286.9% | $70,131+377.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.68% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $19,430 | $2,068+839.5% | $2,839+584.3% | $2,342+729.5% |
| Participant deferral / active EE | $1,980 | $2,696-26.6% | $3,609-45.1% | $3,332-40.6% |
| Admin fee / account holder | $18,625 | $3,585+419.5% | $4,906+279.7% | $4,645+300.9% |