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 | $260,225 | $103,376+151.7% | $87,100+198.8% | $152,861+70.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 8.51% | 28.10%-19.6pp | 28.19%-19.7pp | 345.32%-336.8pp |
| Employer contribution / active EE | $13,907 | $3,220+331.8% | $2,521+451.6% | $4,762+192.0% |
| Participant deferral / active EE | $2,754 | $4,778-42.4% | $4,049-32.0% | $5,850-52.9% |
| Admin fee / account holder | $22,424 | $12,205+83.7% | $7,497+199.1% | $11,596+93.4% |