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 | $455,267 | $91,190+399.3% | $178,490+155.1% | $79,858+470.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.70% | 24.19%-14.5pp | 151.07%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $18,099 | $3,256+455.9% | $5,011+261.2% | $2,471+632.5% |
| Participant deferral / active EE | $12,656 | $3,236+291.1% | $5,202+143.3% | $3,740+238.4% |
| Admin fee / account holder | $1,122 | $6,751-83.4% | $13,984-92.0% | $5,306-78.9% |