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 | $574,512 | $94,529+507.8% | $140,016+310.3% | $64,186+795.1% |
| Participation rate | 94.9% | 84.1%+10.8pp | 87.5%+7.4pp | 69.6%+25.3pp |
| Annual return | -7.83% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $40,177 | $3,812+953.8% | $5,606+616.7% | $2,381+1587.5% |
| Participant deferral / active EE | $15,168 | $5,250+188.9% | $6,927+119.0% | $3,470+337.2% |
| Admin fee / account holder | $14,645 | $6,741+117.3% | $10,705+36.8% | $4,888+199.6% |