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 | $385,238 | $90,348+326.4% | $75,972+407.1% | $145,922+164.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 2.49% | 620.88%-618.4pp | 359.55%-357.1pp | 561.29%-558.8pp |
| Employer contribution / active EE | $1,615 | $3,311-51.2% | $2,685-39.8% | $4,660-65.3% |
| Participant deferral / active EE | $7,983 | $5,162+54.7% | $4,255+87.6% | $6,688+19.4% |
| Admin fee / account holder | $53,211 | $8,467+528.5% | $6,467+722.8% | $13,397+297.2% |