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 | $265,138 | $102,616+158.4% | $81,983+223.4% | $158,922+66.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 2.58% | 61.04%-58.5pp | 41.31%-38.7pp | 302.83%-300.2pp |
| Employer contribution / active EE | $13,262 | $3,240+309.3% | $2,498+430.9% | $4,761+178.6% |
| Participant deferral / active EE | $22,905 | $4,648+392.8% | $3,722+515.4% | $5,982+282.9% |
| Admin fee / account holder | $1,254 | $8,235-84.8% | $5,664-77.9% | $11,246-88.9% |