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 | $591,536 | $100,041+491.3% | $149,718+295.1% | $70,131+743.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 12.65% | 27.43%-14.8pp | 1501.63%-1489.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $25,427 | $3,662+594.4% | $5,445+367.0% | $2,342+985.5% |
| Participant deferral / active EE | $10,247 | $4,983+105.7% | $6,569+56.0% | $3,332+207.6% |
| Admin fee / account holder | $4,390 | $8,286-47.0% | $11,283-61.1% | $4,645-5.5% |