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 | $493,557 | $88,707+456.4% | $74,183+565.3% | $273,961+80.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.30% | 11.94%-10.6pp | 17.74%-16.4pp | 41.45%-40.2pp |
| Employer contribution / active EE | $15,301 | $3,159+384.3% | $2,370+545.6% | $4,869+214.3% |
| Participant deferral / active EE | $18,683 | $4,212+343.6% | $3,550+426.3% | $5,287+253.4% |
| Admin fee / account holder | $1,289 | $8,717-85.2% | $5,586-76.9% | $10,132-87.3% |