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 9-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 | $615,774 | $109,881+460.4% | $150,045+310.4% | $84,808+626.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | -1.62% | 28.25%-29.9pp | 62.55%-64.2pp | 40.90%-42.5pp |
| Employer contribution / active EE | $7,682 | $3,561+115.7% | $4,693+63.7% | $2,631+192.0% |
| Participant deferral / active EE | $14,552 | $6,636+119.3% | $7,997+82.0% | $4,212+245.5% |
| Admin fee / account holder | $33,250 | $8,568+288.1% | $13,435+147.5% | $7,344+352.8% |