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 | $252,640 | $89,753+181.5% | $107,525+135.0% | $84,808+197.9% |
| Participation rate | 97.5% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.2pp |
| Annual return | 12.58% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $18,662 | $3,113+499.4% | $3,754+397.2% | $2,631+609.3% |
| Participant deferral / active EE | $8,949 | $4,056+120.6% | $5,116+74.9% | $4,212+112.5% |
| Admin fee / account holder | $63,890 | $7,222+784.7% | $8,919+616.4% | $7,344+770.0% |