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 | $273,256 | $104,664+161.1% | $85,682+218.9% | $167,490+63.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 7.99% | 21.45%-13.5pp | 21.49%-13.5pp | 478.56%-470.6pp |
| Employer contribution / active EE | $11,324 | $3,337+239.3% | $2,618+332.5% | $4,837+134.1% |
| Participant deferral / active EE | $6,287 | $4,824+30.3% | $3,923+60.3% | $6,341-0.9% |
| Admin fee / account holder | $43,831 | $10,032+336.9% | $6,873+537.7% | $12,309+256.1% |