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 | $411,472 | $124,425+230.7% | $112,040+267.3% | $137,256+199.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.48% | 24.72%-18.2pp | 24.52%-18.0pp | 220.34%-213.9pp |
| Employer contribution / active EE | $10,288 | $3,411+201.6% | $2,954+248.3% | $4,156+147.5% |
| Participant deferral / active EE | $3,700 | $5,718-35.3% | $5,098-27.4% | $6,407-42.2% |
| Admin fee / account holder | $117,549 | $15,207+673.0% | $12,098+871.6% | $12,270+858.0% |