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 | $404,982 | $113,339+257.3% | $94,993+326.3% | $147,584+174.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.53% | 20.77%-15.2pp | 27.12%-21.6pp | 578.55%-573.0pp |
| Employer contribution / active EE | $4,404 | $3,160+39.3% | $2,603+69.2% | $4,876-9.7% |
| Participant deferral / active EE | $2,169 | $3,777-42.6% | $3,317-34.6% | $5,439-60.1% |
| Admin fee / account holder | $11,571 | $6,063+90.9% | $4,960+133.3% | $10,885+6.3% |