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 | $263,321 | $106,890+146.3% | $84,015+213.4% | $152,861+72.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 3.93% | 104.99%-101.1pp | 71.31%-67.4pp | 345.32%-341.4pp |
| Employer contribution / active EE | $27,183 | $2,734+894.2% | $1,983+1270.5% | $4,762+470.8% |
| Participant deferral / active EE | $2,574 | $4,011-35.8% | $3,239-20.5% | $5,850-56.0% |
| Admin fee / account holder | $50,469 | $8,285+509.1% | $6,101+727.3% | $11,596+335.2% |