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 | $285,500 | $67,411+323.5% | $91,001+213.7% | $70,131+307.1% |
| Participation rate | 97.9% | 71.4%+26.6pp | 75.6%+22.3pp | 69.5%+28.4pp |
| Annual return | 10.87% | -40.16%+51.0pp | 4.60%+6.3pp | 73.14%-62.3pp |
| Employer contribution / active EE | $10,271 | $1,786+475.1% | $2,456+318.3% | $2,342+338.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,240 | $4,236+212.5% | $5,417+144.4% | $4,645+185.0% |