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 6-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 | $641,571 | $112,729+469.1% | $98,716+549.9% | $137,256+367.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 4.94% | 38.48%-33.5pp | 31.81%-26.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $22,181 | $2,725+713.9% | $2,279+873.5% | $4,156+433.7% |
| Participant deferral / active EE | $22,903 | $4,640+393.6% | $4,048+465.8% | $6,407+257.5% |
| Admin fee / account holder | $3,505 | $10,129-65.4% | $8,703-59.7% | $12,270-71.4% |