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 | $310,128 | $91,190+240.1% | $178,490+73.8% | $79,858+288.3% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 2.15% | 24.19%-22.0pp | 151.07%-148.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $6,853 | $3,256+110.5% | $5,011+36.8% | $2,471+177.4% |
| Participant deferral / active EE | $4,566 | $3,236+41.1% | $5,202-12.2% | $3,740+22.1% |
| Admin fee / account holder | $317 | $6,751-95.3% | $13,984-97.7% | $5,306-94.0% |