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 | $361,505 | $95,416+278.9% | $185,823+94.5% | $85,850+321.1% |
| Participation rate | 76.3% | 68.8%+7.6pp | 81.7%-5.4pp | 69.3%+7.0pp |
| Annual return | 0.61% | 23.59%-23.0pp | 122.05%-121.4pp | 318.53%-317.9pp |
| Employer contribution / active EE | $10,354 | $3,314+212.5% | $5,167+100.4% | $2,565+303.7% |
| Participant deferral / active EE | $5,743 | $3,423+67.8% | $5,568+3.1% | $3,952+45.3% |
| Admin fee / account holder | $22,579 | $7,213+213.0% | $16,237+39.1% | $6,260+260.7% |