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 | $252,881 | $109,327+131.3% | $89,391+182.9% | $158,922+59.1% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 4.53% | 345.68%-341.1pp | 245.62%-241.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $13,798 | $3,170+335.3% | $2,586+433.6% | $4,761+189.8% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $3,890-100.0% | $5,982-100.0% |
| Admin fee / account holder | $6,189 | $6,153+0.6% | $4,881+26.8% | $11,246-45.0% |