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 | $497,175 | $95,803+419.0% | $113,168+339.3% | $84,808+486.2% |
| Participation rate | 91.9% | 72.9%+19.0pp | 76.6%+15.3pp | 68.3%+23.6pp |
| Annual return | 10.74% | 25.00%-14.3pp | 24.27%-13.5pp | 40.90%-30.2pp |
| Employer contribution / active EE | $8,108 | $2,360+243.6% | $2,975+172.5% | $2,631+208.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $111,316 | $8,989+1138.4% | $12,068+822.4% | $7,344+1415.8% |