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 | $442,512 | $85,202+419.4% | $172,739+156.2% | $72,985+506.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.03% | 27.32%-20.3pp | 802.84%-795.8pp | 81.00%-74.0pp |
| Employer contribution / active EE | $22,619 | $3,324+580.4% | $5,143+339.8% | $2,440+827.0% |
| Participant deferral / active EE | $11,495 | $3,260+252.6% | $5,198+121.2% | $3,607+218.7% |
| Admin fee / account holder | $11,419 | $5,884+94.1% | $13,954-18.2% | $5,124+122.8% |