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 | $350,266 | $114,381+206.2% | $107,525+225.8% | $142,382+146.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 4.50% | 242.71%-238.2pp | 181.32%-176.8pp | 217.08%-212.6pp |
| Employer contribution / active EE | $21,667 | $4,015+439.7% | $3,754+477.2% | $4,299+404.0% |
| Participant deferral / active EE | $1,648 | $5,564-70.4% | $5,116-67.8% | $6,507-74.7% |
| Admin fee / account holder | $447,319 | $9,860+4436.7% | $8,919+4915.5% | $12,624+3443.5% |