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 | $269,856 | $102,382+163.6% | $147,005+83.6% | $80,874+233.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.81% | 134.89%-126.1pp | 418.76%-410.0pp | 35.62%-26.8pp |
| Employer contribution / active EE | $4,341 | $3,715+16.9% | $4,934-12.0% | $2,756+57.5% |
| Participant deferral / active EE | $7,101 | $6,646+6.8% | $8,070-12.0% | $4,297+65.3% |
| Admin fee / account holder | $20,902 | $7,942+163.2% | $13,006+60.7% | $6,935+201.4% |