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 | $333,774 | $74,888+345.7% | $71,209+368.7% | $142,382+134.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.49% | 345.14%-339.6pp | 282.51%-277.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $6,705 | $2,854+134.9% | $2,721+146.4% | $4,299+56.0% |
| Participant deferral / active EE | $21,253 | $4,454+377.1% | $4,175+409.0% | $6,507+226.6% |
| Admin fee / account holder | $8,397 | $5,568+50.8% | $5,349+57.0% | $12,624-33.5% |