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 | $542,834 | $154,117+252.2% | $129,995+317.6% | $139,434+289.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.23% | 32.48%-25.2pp | -137.18%+144.4pp | 372.94%-365.7pp |
| Employer contribution / active EE | $5,678 | $5,289+7.3% | $4,320+31.4% | $4,751+19.5% |
| Participant deferral / active EE | $5,114 | $6,710-23.8% | $5,820-12.1% | $6,710-23.8% |
| Admin fee / account holder | $5,217 | $14,007-62.8% | $10,614-50.8% | $11,403-54.2% |