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 | $452,779 | $81,632+454.7% | $70,449+542.7% | $158,922+184.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.21% | 208.40%-204.2pp | 109.03%-104.8pp | 302.83%-298.6pp |
| Employer contribution / active EE | $14,824 | $3,217+360.8% | $2,737+441.7% | $4,761+211.4% |
| Participant deferral / active EE | $14,825 | $4,554+225.6% | $3,709+299.7% | $5,982+147.8% |
| Admin fee / account holder | $3,395 | $6,193-45.2% | $3,845-11.7% | $11,246-69.8% |