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 | $300,528 | $88,707+238.8% | $74,183+305.1% | $273,961+9.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.25% | 11.94%-10.7pp | 17.74%-16.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $10,142 | $3,159+221.0% | $2,370+327.9% | $4,869+108.3% |
| Participant deferral / active EE | $6,346 | $4,212+50.7% | $3,550+78.8% | $5,287+20.0% |
| Admin fee / account holder | $66,390 | $8,717+661.6% | $5,586+1088.6% | $10,132+555.3% |