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 | $264,950 | $96,305+175.1% | $80,569+228.8% | $139,434+90.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 8.90% | 1350.08%-1341.2pp | 935.43%-926.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $17,351 | $3,262+431.9% | $2,723+537.1% | $4,751+265.2% |
| Participant deferral / active EE | $12,775 | $5,232+144.2% | $4,447+187.2% | $6,710+90.4% |
| Admin fee / account holder | $934 | $6,599-85.8% | $5,377-82.6% | $11,403-91.8% |