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 8-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 | $391,225 | $44,960+770.2% | $84,966+360.4% | $74,495+425.2% |
| Participation rate | 99.0% | 49.4%+49.7pp | 67.5%+31.5pp | 67.2%+31.8pp |
| Annual return | 6.87% | 26.24%-19.4pp | 66.38%-59.5pp | 1364.94%-1358.1pp |
| Employer contribution / active EE | $22,136 | $1,457+1419.1% | $2,727+711.7% | $2,623+743.9% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $11,722 | $2,209+430.6% | $6,149+90.6% | $1,942+503.7% |