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 | $276,476 | $109,359+152.8% | $162,163+70.5% | $72,985+278.8% |
| Participation rate | 99.0% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.5pp |
| Annual return | 17.26% | 25.46%-8.2pp | 115.59%-98.3pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,608 | $3,907-7.7% | $5,614-35.7% | $2,440+47.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $51,427 | $7,972+545.1% | $10,843+374.3% | $5,124+903.6% |