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 | $307,129 | $124,425+146.8% | $112,040+174.1% | $137,256+123.8% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 4.17% | 24.72%-20.5pp | 24.52%-20.3pp | 220.34%-216.2pp |
| Employer contribution / active EE | $13,806 | $3,411+304.7% | $2,954+367.4% | $4,156+232.2% |
| Participant deferral / active EE | $9,173 | $5,718+60.4% | $5,098+79.9% | $6,407+43.2% |
| Admin fee / account holder | $133,354 | $15,207+777.0% | $12,098+1002.3% | $12,270+986.8% |