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 | $416,971 | $96,635+331.5% | $86,612+381.4% | $139,434+199.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.63% | 106.41%-102.8pp | 591.07%-587.4pp | 372.94%-369.3pp |
| Employer contribution / active EE | $9,336 | $3,263+186.1% | $3,022+208.9% | $4,751+96.5% |
| Participant deferral / active EE | $20,000 | $4,836+313.6% | $4,438+350.7% | $6,710+198.1% |
| Admin fee / account holder | $702 | $6,408-89.0% | $5,614-87.5% | $11,403-93.8% |