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 | $332,775 | $94,338+252.7% | $100,534+231.0% | $142,382+133.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 80.6%+12.7pp | 80.1%+13.2pp |
| Annual return | 7.63% | 29.20%-21.6pp | 32.66%-25.0pp | 217.08%-209.4pp |
| Employer contribution / active EE | $10,556 | $4,237+149.1% | $4,346+142.9% | $4,299+145.5% |
| Participant deferral / active EE | $13,771 | $5,934+132.1% | $6,144+124.1% | $6,507+111.6% |
| Admin fee / account holder | $54,637 | $8,421+548.8% | $7,654+613.8% | $12,624+332.8% |