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 | $436,343 | $112,096+289.3% | $95,952+354.8% | $158,922+174.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 3.72% | 171.09%-167.4pp | 91.61%-87.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $28,297 | $3,198+784.8% | $2,541+1013.6% | $4,761+494.3% |
| Participant deferral / active EE | $19,500 | $4,784+307.6% | $4,167+368.0% | $5,982+226.0% |
| Admin fee / account holder | $3,511 | $10,130-65.3% | $6,795-48.3% | $11,246-68.8% |