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 5-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 | $310,188 | $109,413+183.5% | $156,263+98.5% | $84,808+265.8% |
| Participation rate | 96.1% | 72.7%+23.4pp | 78.9%+17.2pp | 68.3%+27.8pp |
| Annual return | -1.60% | 20.18%-21.8pp | 59.47%-61.1pp | 40.90%-42.5pp |
| Employer contribution / active EE | $22,198 | $2,907+663.6% | $4,333+412.3% | $2,631+743.7% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,378 | $9,357-31.8% | $14,255-55.3% | $7,344-13.2% |