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 | $621,972 | $105,998+486.8% | $92,233+574.3% | $147,584+321.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.40% | 50.05%-47.7pp | 176.28%-173.9pp | 578.55%-576.2pp |
| Employer contribution / active EE | $2,721 | $4,333-37.2% | $3,679-26.0% | $4,876-44.2% |
| Participant deferral / active EE | $16,760 | $4,478+274.3% | $3,897+330.1% | $5,439+208.2% |
| Admin fee / account holder | $95,119 | $6,332+1402.1% | $5,194+1731.5% | $10,885+773.8% |