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 | $669,210 | $77,503+763.5% | $100,391+566.6% | $80,856+727.7% |
| Participation rate | 95.9% | 76.9%+18.9pp | 81.5%+14.4pp | 67.6%+28.3pp |
| Annual return | -3.79% | 37.20%-41.0pp | 49.20%-53.0pp | 35.59%-39.4pp |
| Employer contribution / active EE | $22,736 | $2,801+711.8% | $3,942+476.8% | $2,755+725.3% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,366 | $5,897+109.7% | $7,899+56.5% | $6,918+78.7% |