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 8-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 | $592,813 | $127,264+365.8% | $109,895+439.4% | $167,490+253.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 2.72% | 22.97%-20.3pp | 29.45%-26.7pp | 478.56%-475.8pp |
| Employer contribution / active EE | $10,060 | $3,322+202.8% | $2,842+253.9% | $4,837+108.0% |
| Participant deferral / active EE | $7,452 | $4,514+65.1% | $4,048+84.1% | $6,341+17.5% |
| Admin fee / account holder | $85,016 | $7,114+1095.0% | $6,066+1301.6% | $12,309+590.7% |