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 | $255,118 | $99,652+156.0% | $78,778+223.8% | $147,584+72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 2.23% | 47.28%-45.1pp | 35.62%-33.4pp | 578.55%-576.3pp |
| Employer contribution / active EE | $699 | $2,796-75.0% | $1,986-64.8% | $4,876-85.7% |
| Participant deferral / active EE | $1,598 | $3,664-56.4% | $2,958-46.0% | $5,439-70.6% |
| Admin fee / account holder | $23,836 | $7,155+233.1% | $5,134+364.3% | $10,885+119.0% |