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 8-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 | $422,741 | $58,523+622.3% | $99,443+325.1% | $72,985+479.2% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 13.90% | 28.51%-14.6pp | 30.72%-16.8pp | 81.00%-67.1pp |
| Employer contribution / active EE | $9,452 | $1,512+525.2% | $2,540+272.2% | $2,440+287.4% |
| Participant deferral / active EE | $4,461 | $2,606+71.2% | $3,619+23.3% | $3,607+23.7% |
| Admin fee / account holder | $7,641 | $4,102+86.3% | $6,250+22.2% | $5,124+49.1% |