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 | $259,885 | $104,664+148.3% | $85,682+203.3% | $167,490+55.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 8.82% | 21.45%-12.6pp | 21.49%-12.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,562 | $3,337-23.2% | $2,618-2.1% | $4,837-47.0% |
| Participant deferral / active EE | $8,938 | $4,824+85.3% | $3,923+127.8% | $6,341+40.9% |
| Admin fee / account holder | $3,152 | $10,032-68.6% | $6,873-54.1% | $12,309-74.4% |