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 | $1,440,348 | $202,432+611.5% | $169,368+750.4% | $139,434+933.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 1.35% | 531.74%-530.4pp | 405.60%-404.2pp | 372.94%-371.6pp |
| Employer contribution / active EE | $11,312 | $4,692+141.1% | $4,013+181.9% | $4,751+138.1% |
| Participant deferral / active EE | $28,000 | $6,938+303.6% | $6,221+350.1% | $6,710+317.3% |
| Admin fee / account holder | $8,394 | $10,708-21.6% | $9,003-6.8% | $11,403-26.4% |