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 | $345,191 | $99,985+245.2% | $146,665+135.4% | $85,850+302.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 5.69% | 18.93%-13.2pp | 22.74%-17.1pp | 318.53%-312.8pp |
| Employer contribution / active EE | $10,934 | $2,559+327.3% | $4,136+164.3% | $2,565+326.3% |
| Participant deferral / active EE | $8,421 | $4,006+110.2% | $5,506+52.9% | $3,952+113.1% |
| Admin fee / account holder | $678 | $7,702-91.2% | $10,280-93.4% | $6,260-89.2% |