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 6-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 | $1,438,038 | $118,450+1114.0% | $98,439+1360.8% | $139,434+931.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 5.29% | 18.94%-13.6pp | 21.16%-15.9pp | 372.94%-367.7pp |
| Employer contribution / active EE | $43,500 | $3,609+1105.2% | $3,048+1327.2% | $4,751+815.6% |
| Participant deferral / active EE | $30,000 | $5,392+456.4% | $4,738+533.2% | $6,710+347.1% |
| Admin fee / account holder | $76,022 | $14,026+442.0% | $8,948+749.6% | $11,403+566.7% |