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 | $501,684 | $102,317+390.3% | $146,958+241.4% | $80,856+520.5% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 1.46% | 134.76%-133.3pp | 418.34%-416.9pp | 35.59%-34.1pp |
| Employer contribution / active EE | $13,999 | $3,713+277.0% | $4,933+183.8% | $2,755+408.2% |
| Participant deferral / active EE | $12,418 | $6,644+86.9% | $8,070+53.9% | $4,296+189.1% |
| Admin fee / account holder | $6,693 | $7,941-15.7% | $12,998-48.5% | $6,918-3.3% |