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 | $257,937 | $91,190+182.9% | $178,490+44.5% | $79,858+223.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.06% | 24.19%-19.1pp | 151.07%-146.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $10,459 | $3,256+221.3% | $5,011+108.7% | $2,471+323.3% |
| Participant deferral / active EE | $7,699 | $3,236+137.9% | $5,202+48.0% | $3,740+105.9% |
| Admin fee / account holder | $3,860 | $6,751-42.8% | $13,984-72.4% | $5,306-27.3% |