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 | $542,565 | $76,738+607.0% | $56,411+861.8% | $145,922+271.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 2.60% | 2994.23%-2991.6pp | 1701.33%-1698.7pp | 561.29%-558.7pp |
| Employer contribution / active EE | $2,049 | $1,380+48.5% | $1,039+97.3% | $4,660-56.0% |
| Participant deferral / active EE | $7,450 | $2,623+184.1% | $1,952+281.7% | $6,688+11.4% |
| Admin fee / account holder | $819 | $3,334-75.4% | $2,829-71.1% | $13,397-93.9% |