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 | $265,218 | $150,187+76.6% | $120,354+120.4% | $145,922+81.8% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 8.56% | 154.07%-145.5pp | 107.15%-98.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,486 | $4,348-42.8% | $3,463-28.2% | $4,660-46.7% |
| Participant deferral / active EE | $10,242 | $6,173+65.9% | $4,991+105.2% | $6,688+53.1% |
| Admin fee / account holder | $95,447 | $12,207+681.9% | $9,423+912.9% | $13,397+612.5% |