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 | $451,787 | $105,998+326.2% | $92,233+389.8% | $147,584+206.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 50.05%-41.5pp | 176.28%-167.7pp | 578.55%-570.0pp |
| Employer contribution / active EE | $23,220 | $4,333+435.9% | $3,679+531.1% | $4,876+376.2% |
| Participant deferral / active EE | $7,248 | $4,478+61.9% | $3,897+86.0% | $5,439+33.3% |
| Admin fee / account holder | $25,474 | $6,332+302.3% | $5,194+390.5% | $10,885+134.0% |