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 | $391,789 | $150,440+160.4% | $136,294+187.5% | $147,584+165.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.72% | 1049.08%-1047.4pp | 5155.94%-5154.2pp | 578.55%-576.8pp |
| Employer contribution / active EE | $6,733 | $5,256+28.1% | $4,695+43.4% | $4,876+38.1% |
| Participant deferral / active EE | $16,000 | $6,630+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $5,961 | $10,905-45.3% | $9,243-35.5% | $10,885-45.2% |