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 | $357,439 | $105,998+237.2% | $92,233+287.5% | $147,584+142.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.59% | 50.05%-42.5pp | 176.28%-168.7pp | 578.55%-571.0pp |
| Employer contribution / active EE | $2,797 | $4,333-35.5% | $3,679-24.0% | $4,876-42.7% |
| Participant deferral / active EE | $6,043 | $4,478+35.0% | $3,897+55.1% | $5,439+11.1% |
| Admin fee / account holder | $1,786 | $6,332-71.8% | $5,194-65.6% | $10,885-83.6% |