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 | $610,635 | $74,927+715.0% | $101,794+499.9% | $84,808+620.0% |
| Participation rate | 94.8% | 61.4%+33.4pp | 69.2%+25.6pp | 68.3%+26.5pp |
| Annual return | 5.41% | 18.70%-13.3pp | 30.53%-25.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $28,474 | $1,522+1771.1% | $2,289+1144.0% | $2,631+982.3% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $13,902 | $6,514+113.4% | $8,777+58.4% | $7,344+89.3% |