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 | $293,294 | $61,774+374.8% | $97,226+201.7% | $80,856+262.7% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.7%+15.8pp | 67.6%+20.8pp |
| Annual return | 4.86% | -557.90%+562.8pp | 75.13%-70.3pp | 35.59%-30.7pp |
| Employer contribution / active EE | $30,716 | $1,837+1572.4% | $2,729+1025.6% | $2,755+1015.0% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,067 | $5,166+152.9% | $5,654+131.1% | $6,918+88.9% |