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 | $260,001 | $124,281+109.2% | $109,143+138.2% | $167,490+55.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.49% | 26.04%-19.6pp | 25.75%-19.3pp | 478.56%-472.1pp |
| Employer contribution / active EE | $3,225 | $4,207-23.3% | $3,722-13.3% | $4,837-33.3% |
| Participant deferral / active EE | $13,274 | $5,255+152.6% | $4,653+185.3% | $6,341+109.3% |
| Admin fee / account holder | $334,969 | $7,970+4103.0% | $6,752+4860.9% | $12,309+2621.3% |