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 5-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 | $314,737 | $81,460+286.4% | $103,333+204.6% | $80,856+289.3% |
| Participation rate | 94.7% | 66.8%+27.9pp | 74.5%+20.2pp | 67.6%+27.1pp |
| Annual return | 5.75% | 25.55%-19.8pp | 24.88%-19.1pp | 35.59%-29.8pp |
| Employer contribution / active EE | $10,311 | $3,105+232.1% | $3,868+166.6% | $2,755+274.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,185 | $6,566-51.5% | $8,355-61.9% | $6,918-54.0% |