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 | $310,325 | $78,422+295.7% | $95,952+223.4% | $79,858+288.6% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 8.05% | 19.37%-11.3pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $12,056 | $1,945+519.8% | $2,541+374.5% | $2,471+387.9% |
| Participant deferral / active EE | $4,788 | $3,440+39.2% | $4,167+14.9% | $3,740+28.0% |
| Admin fee / account holder | $114,955 | $5,622+1944.7% | $6,795+1591.7% | $5,306+2066.4% |