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 | $1,372,770 | $65,685+1989.9% | $57,179+2300.8% | $273,961+401.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -1.52% | 21.99%-23.5pp | 14.59%-16.1pp | 41.45%-43.0pp |
| Employer contribution / active EE | $36,000 | $3,279+998.0% | $2,682+1242.1% | $4,869+639.4% |
| Participant deferral / active EE | $23,000 | $3,782+508.2% | $3,096+642.9% | $5,287+335.0% |
| Admin fee / account holder | $16,590 | $4,835+243.1% | $3,139+428.5% | $10,132+63.7% |