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 | $255,463 | $106,890+139.0% | $84,015+204.1% | $152,861+67.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.24% | 104.99%-99.7pp | 71.31%-66.1pp | 345.32%-340.1pp |
| Employer contribution / active EE | $1,768 | $2,734-35.4% | $1,983-10.9% | $4,762-62.9% |
| Participant deferral / active EE | $8,107 | $4,011+102.1% | $3,239+150.3% | $5,850+38.6% |
| Admin fee / account holder | $1,066 | $8,285-87.1% | $6,101-82.5% | $11,596-90.8% |