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 | $553,080 | $140,940+292.4% | $112,229+392.8% | $139,434+296.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.16% | 32.71%-28.5pp | 30.20%-26.0pp | 372.94%-368.8pp |
| Employer contribution / active EE | $20,000 | $4,283+366.9% | $3,430+483.0% | $4,751+321.0% |
| Participant deferral / active EE | $26,250 | $5,874+346.9% | $4,798+447.1% | $6,710+291.2% |
| Admin fee / account holder | $3,065 | $9,954-69.2% | $7,748-60.4% | $11,403-73.1% |