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 | $714,292 | $88,707+705.2% | $74,183+862.9% | $273,961+160.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.70% | 11.94%-10.2pp | 17.74%-16.0pp | 41.45%-39.8pp |
| Employer contribution / active EE | $10,482 | $3,159+231.8% | $2,370+342.2% | $4,869+115.3% |
| Participant deferral / active EE | $21,000 | $4,212+398.6% | $3,550+491.6% | $5,287+297.2% |
| Admin fee / account holder | $146,406 | $8,717+1579.6% | $5,586+2521.1% | $10,132+1345.0% |