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 | $446,668 | $107,334+316.1% | $92,893+380.8% | $152,861+192.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.11% | 145.58%-141.5pp | 109.41%-105.3pp | 345.32%-341.2pp |
| Employer contribution / active EE | $5,207 | $4,221+23.4% | $3,653+42.5% | $4,762+9.3% |
| Participant deferral / active EE | $7,404 | $4,845+52.8% | $4,236+74.8% | $5,850+26.6% |
| Admin fee / account holder | $5,297 | $7,079-25.2% | $5,794-8.6% | $11,596-54.3% |