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 | $493,435 | $109,327+351.3% | $89,391+452.0% | $158,922+210.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.55% | 345.68%-340.1pp | 245.62%-240.1pp | 302.83%-297.3pp |
| Employer contribution / active EE | $12,664 | $3,170+299.5% | $2,586+389.8% | $4,761+166.0% |
| Participant deferral / active EE | $5,917 | $4,598+28.7% | $3,890+52.1% | $5,982-1.1% |
| Admin fee / account holder | $15,099 | $6,153+145.4% | $4,881+209.3% | $11,246+34.3% |