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 | $280,809 | $98,750+184.4% | $149,696+87.6% | $79,858+251.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -2.95% | 27.43%-30.4pp | 276.60%-279.6pp | 31.71%-34.7pp |
| Employer contribution / active EE | $6,579 | $3,216+104.5% | $4,644+41.7% | $2,471+166.3% |
| Participant deferral / active EE | $8,750 | $5,680+54.0% | $6,842+27.9% | $3,740+134.0% |
| Admin fee / account holder | $4,613 | $6,053-23.8% | $9,309-50.4% | $5,306-13.1% |