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 | $468,118 | $80,968+478.2% | $96,544+384.9% | $75,163+522.8% |
| Participation rate | 96.2% | 71.8%+24.4pp | 76.0%+20.2pp | 67.2%+29.0pp |
| Annual return | 11.90% | 27.06%-15.2pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $20,192 | $2,282+784.9% | $2,965+581.0% | $2,670+656.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $51,143 | $6,724+660.6% | $8,252+519.7% | $5,651+805.0% |