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 | $257,039 | $77,634+231.1% | $156,549+64.2% | $62,891+308.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.03% | 50.32%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $10,355 | $3,444+200.7% | $5,501+88.2% | $2,281+354.0% |
| Participant deferral / active EE | $3,912 | $3,045+28.5% | $4,871-19.7% | $3,203+22.1% |
| Admin fee / account holder | $484 | $5,561-91.3% | $13,027-96.3% | $4,296-88.7% |