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 | $398,454 | $104,974+279.6% | $95,585+316.9% | $142,382+179.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 9.57% | 210.33%-200.8pp | 38.56%-29.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $23,983 | $2,779+763.2% | $2,527+849.3% | $4,299+457.9% |
| Participant deferral / active EE | $3,953 | $4,352-9.2% | $4,023-1.7% | $6,507-39.3% |
| Admin fee / account holder | $6,540 | $6,386+2.4% | $6,127+6.7% | $12,624-48.2% |