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 | $717,775 | $78,422+815.3% | $95,952+648.1% | $79,858+798.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.24% | 19.37%-12.1pp | 91.61%-84.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $32,717 | $1,945+1582.0% | $2,541+1187.6% | $2,471+1224.1% |
| Participant deferral / active EE | $10,694 | $3,440+210.9% | $4,167+156.6% | $3,740+185.9% |
| Admin fee / account holder | $8,211 | $5,622+46.1% | $6,795+20.8% | $5,306+54.7% |