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 | $294,701 | $140,940+109.1% | $112,229+162.6% | $139,434+111.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.21% | 32.71%-26.5pp | 30.20%-24.0pp | 372.94%-366.7pp |
| Employer contribution / active EE | $29,624 | $4,283+591.6% | $3,430+763.6% | $4,751+523.6% |
| Participant deferral / active EE | $15,038 | $5,874+156.0% | $4,798+213.4% | $6,710+124.1% |
| Admin fee / account holder | $3,261 | $9,954-67.2% | $7,748-57.9% | $11,403-71.4% |