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 | $902,275 | $91,190+889.4% | $178,490+405.5% | $79,858+1029.9% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | -0.93% | 24.19%-25.1pp | 151.07%-152.0pp | 31.71%-32.6pp |
| Employer contribution / active EE | $30,581 | $3,256+839.3% | $5,011+510.3% | $2,471+1137.7% |
| Participant deferral / active EE | $15,550 | $3,236+380.5% | $5,202+198.9% | $3,740+315.8% |
| Admin fee / account holder | $103,041 | $6,751+1426.3% | $13,984+636.9% | $5,306+1841.9% |