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 | $265,210 | $100,041+165.1% | $149,718+77.1% | $70,131+278.2% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.4pp | 69.5%+27.9pp |
| Annual return | 8.43% | 27.43%-19.0pp | 1501.63%-1493.2pp | 73.14%-64.7pp |
| Employer contribution / active EE | $8,392 | $3,662+129.2% | $5,445+54.1% | $2,342+258.2% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,975 | $8,286-64.1% | $11,283-73.6% | $4,645-35.9% |