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 | $548,207 | $172,111+218.5% | $150,298+264.7% | $137,256+299.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -5.45% | 69.37%-74.8pp | 62.79%-68.2pp | 220.34%-225.8pp |
| Employer contribution / active EE | $17,376 | $4,636+274.8% | $4,154+318.3% | $4,156+318.1% |
| Participant deferral / active EE | $16,188 | $6,166+162.5% | $5,453+196.9% | $6,407+152.7% |
| Admin fee / account holder | $3,852 | $16,471-76.6% | $14,116-72.7% | $12,270-68.6% |