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 | $258,965 | $114,381+126.4% | $107,525+140.8% | $142,382+81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.38% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $26,656 | $4,015+564.0% | $3,754+610.1% | $4,299+520.0% |
| Participant deferral / active EE | $17,085 | $5,564+207.1% | $5,116+234.0% | $6,507+162.6% |
| Admin fee / account holder | $26,217 | $9,860+165.9% | $8,919+194.0% | $12,624+107.7% |