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 | $271,977 | $105,181+158.6% | $159,436+70.6% | $85,850+216.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 2.94% | 45.07%-42.1pp | 263.57%-260.6pp | 318.53%-315.6pp |
| Employer contribution / active EE | $9,601 | $3,318+189.3% | $4,829+98.8% | $2,565+274.3% |
| Participant deferral / active EE | $10,779 | $5,945+81.3% | $7,352+46.6% | $3,952+172.8% |
| Admin fee / account holder | $10,117 | $6,933+45.9% | $10,799-6.3% | $6,260+61.6% |