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 | $272,693 | $111,535+144.5% | $105,223+159.2% | $137,256+98.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.82% | 237.85%-228.0pp | 180.65%-170.8pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,612 | $3,939+67.8% | $3,689+79.3% | $4,156+59.1% |
| Participant deferral / active EE | $19,324 | $5,500+251.4% | $5,072+281.0% | $6,407+201.6% |
| Admin fee / account holder | $128,765 | $9,721+1224.6% | $8,859+1353.5% | $12,270+949.4% |