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 | $383,769 | $73,933+419.1% | $96,683+296.9% | $75,163+410.6% |
| Participation rate | 97.6% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.4pp |
| Annual return | 3.75% | 26.70%-23.0pp | 35.69%-31.9pp | 160.62%-156.9pp |
| Employer contribution / active EE | $13,804 | $2,928+371.5% | $3,737+269.4% | $2,670+417.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $25,694 | $5,216+392.6% | $6,730+281.8% | $5,651+354.7% |