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 | $672,473 | $48,076+1298.8% | $78,689+754.6% | $62,891+969.3% |
| Participation rate | 97.1% | 65.2%+31.8pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | -6.87% | 31.35%-38.2pp | 62.18%-69.0pp | 20.14%-27.0pp |
| Employer contribution / active EE | $10,892 | $2,015+440.7% | $2,851+282.1% | $2,281+377.6% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,417 | $3,207+318.3% | $4,510+197.5% | $4,296+212.3% |