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 | $300,711 | $111,535+169.6% | $105,223+185.8% | $137,256+119.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.28% | 237.85%-237.6pp | 180.65%-180.4pp | 220.34%-220.1pp |
| Employer contribution / active EE | $16,740 | $3,939+324.9% | $3,689+353.8% | $4,156+302.8% |
| Participant deferral / active EE | $12,094 | $5,500+119.9% | $5,072+138.5% | $6,407+88.8% |
| Admin fee / account holder | $1,307 | $9,721-86.6% | $8,859-85.2% | $12,270-89.3% |