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 | $456,789 | $179,726+154.2% | $156,263+192.3% | $142,382+220.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 3.31% | 77.86%-74.6pp | 59.47%-56.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $2,467 | $5,069-51.3% | $4,333-43.1% | $4,299-42.6% |
| Participant deferral / active EE | $7,949 | $6,956+14.3% | $6,158+29.1% | $6,507+22.2% |
| Admin fee / account holder | $9,720 | $17,272-43.7% | $14,255-31.8% | $12,624-23.0% |