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 | $177,572+208.7% | $154,803+254.1% | $142,382+285.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -5.45% | 65.07%-70.5pp | 58.88%-64.3pp | 217.08%-222.5pp |
| Employer contribution / active EE | $17,376 | $4,810+261.2% | $4,305+303.6% | $4,299+304.2% |
| Participant deferral / active EE | $16,188 | $6,272+158.1% | $5,540+192.2% | $6,507+148.8% |
| Admin fee / account holder | $3,852 | $16,786-77.0% | $14,329-73.1% | $12,624-69.5% |