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 9-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 | $808,638 | $100,970+700.9% | $96,576+737.3% | $137,256+489.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.21% | 38.16%-27.0pp | 38.47%-27.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $30,000 | $3,809+687.6% | $3,553+744.3% | $4,156+621.8% |
| Participant deferral / active EE | $28,496 | $8,286+243.9% | $7,956+258.1% | $6,407+344.8% |
| Admin fee / account holder | $8,136 | $11,312-28.1% | $11,381-28.5% | $12,270-33.7% |