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 | $330,144 | $91,538+260.7% | $129,995+154.0% | $75,163+339.2% |
| Participation rate | 97.2% | 71.4%+25.8pp | 78.5%+18.7pp | 67.2%+30.0pp |
| Annual return | 7.34% | -631.11%+638.5pp | -137.18%+144.5pp | 160.62%-153.3pp |
| Employer contribution / active EE | $12,734 | $2,845+347.6% | $4,320+194.8% | $2,670+377.0% |
| Participant deferral / active EE | $7,251 | $4,341+67.0% | $5,820+24.6% | $4,125+75.8% |
| Admin fee / account holder | $67,618 | $6,790+895.8% | $10,614+537.0% | $5,651+1096.6% |