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 | $408,217 | $104,486+290.7% | $76,817+431.4% | $152,861+167.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 3.18% | 1013.37%-1010.2pp | 1166.11%-1162.9pp | 345.32%-342.1pp |
| Employer contribution / active EE | $523 | $3,116-83.2% | $2,302-77.3% | $4,762-89.0% |
| Participant deferral / active EE | $3,424 | $4,236-19.2% | $3,336+2.6% | $5,850-41.5% |
| Admin fee / account holder | $15,548 | $12,275+26.7% | $6,420+142.2% | $11,596+34.1% |