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 | $492,833 | $95,803+414.4% | $113,168+335.5% | $84,808+481.1% |
| Participation rate | 94.5% | 72.9%+21.7pp | 76.6%+18.0pp | 68.3%+26.2pp |
| Annual return | 4.56% | 25.00%-20.4pp | 24.27%-19.7pp | 40.90%-36.3pp |
| Employer contribution / active EE | $19,091 | $2,360+709.0% | $2,975+541.7% | $2,631+625.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $38,372 | $8,989+326.9% | $12,068+218.0% | $7,344+422.5% |