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 | $478,924 | $114,047+319.9% | $96,139+398.2% | $167,490+185.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.55% | 189.88%-183.3pp | 191.94%-185.4pp | 478.56%-472.0pp |
| Employer contribution / active EE | $22,600 | $3,427+559.5% | $2,797+708.1% | $4,837+367.2% |
| Participant deferral / active EE | $13,000 | $5,194+150.3% | $4,349+198.9% | $6,341+105.0% |
| Admin fee / account holder | $1,568 | $6,897-77.3% | $5,537-71.7% | $12,309-87.3% |