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 | $791,160 | $62,573+1164.4% | $85,682+823.4% | $85,850+821.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 9.34% | 23.77%-14.4pp | 21.49%-12.1pp | 318.53%-309.2pp |
| Employer contribution / active EE | $25,859 | $1,757+1372.0% | $2,618+887.6% | $2,565+908.1% |
| Participant deferral / active EE | $13,722 | $2,802+389.7% | $3,923+249.8% | $3,952+247.2% |
| Admin fee / account holder | $9,701 | $4,640+109.1% | $6,873+41.1% | $6,260+55.0% |