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 | $283,518 | $114,381+147.9% | $107,525+163.7% | $142,382+99.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.96% | 242.71%-236.7pp | 181.32%-175.4pp | 217.08%-211.1pp |
| Employer contribution / active EE | $2,501 | $4,015-37.7% | $3,754-33.4% | $4,299-41.8% |
| Participant deferral / active EE | $2,658 | $5,564-52.2% | $5,116-48.0% | $6,507-59.1% |
| Admin fee / account holder | $57,118 | $9,860+479.3% | $8,919+540.4% | $12,624+352.5% |