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 | $270,307 | $155,788+73.5% | $124,672+116.8% | $167,490+61.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.88% | 17.97%-11.1pp | 5142.93%-5136.0pp | 478.56%-471.7pp |
| Employer contribution / active EE | $4,982 | $4,163+19.7% | $3,324+49.9% | $4,837+3.0% |
| Participant deferral / active EE | $2,697 | $5,673-52.5% | $4,614-41.5% | $6,341-57.5% |
| Admin fee / account holder | $154,835 | $9,531+1524.6% | $7,493+1966.4% | $12,309+1157.9% |