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 | $589,543 | $75,828+677.5% | $147,614+299.4% | $59,632+888.6% |
| Participation rate | 83.3% | 71.6%+11.8pp | 84.6%-1.3pp | 68.7%+14.7pp |
| Annual return | -3.93% | 0.37%-4.3pp | 61.98%-65.9pp | 2041.28%-2045.2pp |
| Employer contribution / active EE | $34,767 | $3,485+897.7% | $5,564+524.8% | $2,203+1478.4% |
| Participant deferral / active EE | $4,400 | $3,130+40.6% | $4,895-10.1% | $3,192+37.9% |
| Admin fee / account holder | $73,361 | $5,985+1125.7% | $11,611+531.8% | $4,297+1607.3% |