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 | $413,259 | $72,492+470.1% | $87,100+374.5% | $72,985+466.2% |
| Participation rate | 82.9% | 72.8%+10.0pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 2.89% | 24.46%-21.6pp | 28.19%-25.3pp | 81.00%-78.1pp |
| Employer contribution / active EE | $10,704 | $1,894+465.2% | $2,521+324.5% | $2,440+338.7% |
| Participant deferral / active EE | $4,140 | $3,270+26.6% | $4,049+2.2% | $3,607+14.8% |
| Admin fee / account holder | $9,340 | $5,055+84.8% | $7,497+24.6% | $5,124+82.3% |