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 7-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 | $550,234 | $80,717+581.7% | $154,803+255.4% | $84,808+548.8% |
| Participation rate | 96.4% | 66.8%+29.6pp | 78.1%+18.4pp | 68.3%+28.1pp |
| Annual return | 2.29% | 37.96%-35.7pp | 58.88%-56.6pp | 40.90%-38.6pp |
| Employer contribution / active EE | $29,088 | $2,761+953.4% | $4,305+575.6% | $2,631+1005.6% |
| Participant deferral / active EE | $21,407 | $3,303+548.1% | $5,540+286.4% | $4,212+408.3% |
| Admin fee / account holder | $165,643 | $6,746+2355.5% | $14,329+1056.0% | $7,344+2155.6% |