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 | $371,440 | $79,944+364.6% | $98,439+277.3% | $75,163+394.2% |
| Participation rate | 97.3% | 70.4%+26.9pp | 75.2%+22.1pp | 67.2%+30.1pp |
| Annual return | -7.24% | 19.75%-27.0pp | 21.16%-28.4pp | 160.62%-167.9pp |
| Employer contribution / active EE | $8,784 | $2,264+288.0% | $3,048+188.2% | $2,670+229.0% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $513 | $6,840-92.5% | $8,948-94.3% | $5,651-90.9% |