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 | $719,122 | $76,738+837.1% | $56,411+1174.8% | $145,922+392.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -6.66% | 2994.23%-3000.9pp | 1701.33%-1708.0pp | 561.29%-567.9pp |
| Employer contribution / active EE | $5,280 | $1,380+282.6% | $1,039+408.3% | $4,660+13.3% |
| Participant deferral / active EE | $6,160 | $2,623+134.9% | $1,952+215.6% | $6,688-7.9% |
| Admin fee / account holder | $834 | $3,334-75.0% | $2,829-70.5% | $13,397-93.8% |