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 | $675,812 | $53,127+1172.1% | $86,590+680.5% | $70,131+863.6% |
| Participation rate | 96.8% | 65.3%+31.5pp | 73.5%+23.2pp | 69.5%+27.2pp |
| Annual return | -1.04% | 27.66%-28.7pp | 964.84%-965.9pp | 73.14%-74.2pp |
| Employer contribution / active EE | $11,604 | $2,068+461.1% | $2,839+308.7% | $2,342+395.4% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,964 | $3,585+456.8% | $4,906+307.0% | $4,645+329.8% |