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 | $555,090 | $180,749+207.1% | $160,784+245.2% | $137,256+304.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.49% | 2234.46%-2228.0pp | 1803.92%-1797.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $49,871 | $4,155+1100.2% | $3,733+1236.0% | $4,156+1100.0% |
| Participant deferral / active EE | $30,000 | $6,844+338.3% | $6,293+376.7% | $6,407+368.3% |
| Admin fee / account holder | $299,016 | $10,397+2776.0% | $9,717+2977.3% | $12,270+2336.9% |