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 | $252,911 | $107,334+135.6% | $92,893+172.3% | $152,861+65.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 8.53% | 145.58%-137.1pp | 109.41%-100.9pp | 345.32%-336.8pp |
| Employer contribution / active EE | $18,010 | $4,221+326.7% | $3,653+393.1% | $4,762+278.2% |
| Participant deferral / active EE | $12,561 | $4,845+159.3% | $4,236+196.5% | $5,850+114.7% |
| Admin fee / account holder | $2,469 | $7,079-65.1% | $5,794-57.4% | $11,596-78.7% |