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 | $645,957 | $202,432+219.1% | $169,368+281.4% | $139,434+363.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.49% | 531.74%-531.2pp | 405.60%-405.1pp | 372.94%-372.4pp |
| Employer contribution / active EE | $3,470 | $4,692-26.1% | $4,013-13.5% | $4,751-27.0% |
| Participant deferral / active EE | $5,747 | $6,938-17.2% | $6,221-7.6% | $6,710-14.4% |
| Admin fee / account holder | $30,363 | $10,708+183.6% | $9,003+237.2% | $11,403+166.3% |