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 | $387,902 | $99,985+288.0% | $146,665+164.5% | $85,850+351.8% |
| Participation rate | 94.9% | 73.1%+21.8pp | 80.1%+14.8pp | 69.3%+25.6pp |
| Annual return | 3.41% | 18.93%-15.5pp | 22.74%-19.3pp | 318.53%-315.1pp |
| Employer contribution / active EE | $5,385 | $2,559+110.5% | $4,136+30.2% | $2,565+109.9% |
| Participant deferral / active EE | $5,978 | $4,006+49.2% | $5,506+8.6% | $3,952+51.3% |
| Admin fee / account holder | $77,070 | $7,702+900.6% | $10,280+649.7% | $6,260+1131.2% |