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 | $282,440 | $107,334+163.1% | $92,893+204.0% | $152,861+84.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.88% | 145.58%-135.7pp | 109.41%-99.5pp | 345.32%-335.4pp |
| Employer contribution / active EE | $9,282 | $4,221+119.9% | $3,653+154.1% | $4,762+94.9% |
| Participant deferral / active EE | $2,893 | $4,845-40.3% | $4,236-31.7% | $5,850-50.6% |
| Admin fee / account holder | $49,604 | $7,079+600.7% | $5,794+756.1% | $11,596+327.7% |