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 | $901,123 | $77,634+1060.7% | $156,549+475.6% | $62,891+1332.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.67% | 50.32%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $42,579 | $3,444+1136.5% | $5,501+674.0% | $2,281+1766.8% |
| Participant deferral / active EE | $19,892 | $3,045+553.2% | $4,871+308.4% | $3,203+521.1% |
| Admin fee / account holder | $1,246 | $5,561-77.6% | $13,027-90.4% | $4,296-71.0% |