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 | $469,169 | $177,572+164.2% | $154,803+203.1% | $142,382+229.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.73% | 65.07%-55.3pp | 58.88%-49.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,051 | $4,810-78.2% | $4,305-75.6% | $4,299-75.6% |
| Participant deferral / active EE | $3,500 | $6,272-44.2% | $5,540-36.8% | $6,507-46.2% |
| Admin fee / account holder | $90,206 | $16,786+437.4% | $14,329+529.5% | $12,624+614.6% |