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 | $394,466 | $83,477+372.5% | $125,175+215.1% | $72,985+440.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 6.52% | 25.78%-19.3pp | 43.79%-37.3pp | 81.00%-74.5pp |
| Employer contribution / active EE | $35,431 | $2,345+1410.8% | $3,865+816.6% | $2,440+1352.2% |
| Participant deferral / active EE | $4,048 | $3,585+12.9% | $4,937-18.0% | $3,607+12.2% |
| Admin fee / account holder | $53,446 | $5,517+868.7% | $9,702+450.9% | $5,124+943.0% |