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 | $408,691 | $82,032+398.2% | $123,104+232.0% | $59,632+585.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -3.75% | 5.12%-8.9pp | 13.22%-17.0pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $17,402 | $3,297+427.9% | $5,151+237.8% | $2,203+690.1% |
| Participant deferral / active EE | $15,075 | $4,667+223.0% | $6,230+142.0% | $3,192+372.3% |
| Admin fee / account holder | $58,885 | $5,881+901.3% | $9,015+553.2% | $4,297+1270.4% |