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 | $302,457 | $85,202+255.0% | $172,739+75.1% | $72,985+314.4% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 4.44% | 27.32%-22.9pp | 802.84%-798.4pp | 81.00%-76.6pp |
| Employer contribution / active EE | $12,805 | $3,324+285.2% | $5,143+149.0% | $2,440+424.8% |
| Participant deferral / active EE | $7,375 | $3,260+126.2% | $5,198+41.9% | $3,607+104.4% |
| Admin fee / account holder | $1,395 | $5,884-76.3% | $13,954-90.0% | $5,124-72.8% |