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 | $656,881 | $88,707+640.5% | $74,183+785.5% | $273,961+139.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -5.17% | 11.94%-17.1pp | 17.74%-22.9pp | 41.45%-46.6pp |
| Employer contribution / active EE | $12,133 | $3,159+284.0% | $2,370+411.9% | $4,869+149.2% |
| Participant deferral / active EE | $16,000 | $4,212+279.9% | $3,550+350.8% | $5,287+202.6% |
| Admin fee / account holder | $5,559 | $8,717-36.2% | $5,586-0.5% | $10,132-45.1% |