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 | $561,572 | $150,187+273.9% | $120,354+366.6% | $145,922+284.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.85% | 154.07%-150.2pp | 107.15%-103.3pp | 561.29%-557.4pp |
| Employer contribution / active EE | $8,400 | $4,348+93.2% | $3,463+142.6% | $4,660+80.3% |
| Participant deferral / active EE | $27,000 | $6,173+337.4% | $4,991+441.0% | $6,688+303.7% |
| Admin fee / account holder | $3,216 | $12,207-73.7% | $9,423-65.9% | $13,397-76.0% |