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 | $432,251 | $132,634+225.9% | $115,768+273.4% | $137,256+214.9% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.4%+21.4pp | 80.0%+15.9pp |
| Annual return | 8.36% | 160.70%-152.3pp | 100.46%-92.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $10,254 | $3,360+205.2% | $2,940+248.8% | $4,156+146.7% |
| Participant deferral / active EE | $3,519 | $5,619-37.4% | $4,917-28.4% | $6,407-45.1% |
| Admin fee / account holder | $7,846 | $15,028-47.8% | $12,439-36.9% | $12,270-36.1% |