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 | $646,220 | $127,065+408.6% | $113,168+471.0% | $142,382+353.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.94% | 24.03%-17.1pp | 24.27%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $14,286 | $3,442+315.0% | $2,975+380.2% | $4,299+232.3% |
| Participant deferral / active EE | $13,009 | $5,716+127.6% | $5,107+154.7% | $6,507+99.9% |
| Admin fee / account holder | $57,249 | $15,736+263.8% | $12,068+374.4% | $12,624+353.5% |