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 | $1,787,076 | $226,064+690.5% | $182,532+879.0% | $152,861+1069.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -10.35% | 192.51%-202.9pp | 148.54%-158.9pp | 345.32%-355.7pp |
| Employer contribution / active EE | $2,880 | $4,978-42.2% | $4,076-29.3% | $4,762-39.5% |
| Participant deferral / active EE | $2,880 | $6,368-54.8% | $5,524-47.9% | $5,850-50.8% |
| Admin fee / account holder | $2,732 | $10,703-74.5% | $8,592-68.2% | $11,596-76.4% |