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 | $362,428 | $105,998+241.9% | $92,233+292.9% | $147,584+145.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.11% | 50.05%-40.9pp | 176.28%-167.2pp | 578.55%-569.4pp |
| Employer contribution / active EE | $33,582 | $4,333+675.0% | $3,679+812.7% | $4,876+588.7% |
| Participant deferral / active EE | $10,968 | $4,478+144.9% | $3,897+181.5% | $5,439+101.7% |
| Admin fee / account holder | $62,044 | $6,332+879.8% | $5,194+1094.6% | $10,885+470.0% |