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 | $387,283 | $106,515+263.6% | $96,683+300.6% | $139,434+177.8% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 10.56% | 38.43%-27.9pp | 35.69%-25.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $12,699 | $4,103+209.5% | $3,737+239.8% | $4,751+167.3% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,833 | $7,877-51.3% | $6,730-43.0% | $11,403-66.4% |