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 | $332,874 | $94,529+252.1% | $140,016+137.7% | $64,186+418.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.98% | 7.77%-16.8pp | 651.12%-660.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $18,605 | $3,812+388.0% | $5,606+231.9% | $2,381+681.4% |
| Participant deferral / active EE | $12,691 | $5,250+141.7% | $6,927+83.2% | $3,470+265.8% |
| Admin fee / account holder | $5,324 | $6,741-21.0% | $10,705-50.3% | $4,888+8.9% |