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 | $714,217 | $175,202+307.7% | $149,673+377.2% | $139,434+412.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.48% | 166.71%-166.2pp | 134.42%-133.9pp | 372.94%-372.5pp |
| Employer contribution / active EE | $12,500 | $5,474+128.3% | $4,818+159.5% | $4,751+163.1% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $32,200 | $16,150+99.4% | $13,210+143.8% | $11,403+182.4% |