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 | $315,540 | $116,175+171.6% | $93,606+237.1% | $152,861+106.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | -1.20% | 35.96%-37.2pp | 32.76%-34.0pp | 345.32%-346.5pp |
| Employer contribution / active EE | $804 | $3,218-75.0% | $2,718-70.4% | $4,762-83.1% |
| Participant deferral / active EE | $5,035 | $4,603+9.4% | $4,069+23.8% | $5,850-13.9% |
| Admin fee / account holder | $20,858 | $10,748+94.1% | $7,888+164.4% | $11,596+79.9% |