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 | $343,152 | $108,919+215.1% | $100,391+241.8% | $145,922+135.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.17% | 57.88%-49.7pp | 49.20%-41.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,822 | $4,419-36.1% | $3,942-28.4% | $4,660-39.4% |
| Participant deferral / active EE | $11,551 | $8,445+36.8% | $8,082+42.9% | $6,688+72.7% |
| Admin fee / account holder | $38,107 | $9,689+293.3% | $7,899+382.4% | $13,397+184.4% |