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 | $265,512 | $96,484+175.2% | $75,886+249.9% | $152,861+73.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 2.88% | 33.98%-31.1pp | 30.76%-27.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $7,522 | $3,309+127.3% | $2,500+200.8% | $4,762+58.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $29,473 | $8,078+264.9% | $5,418+443.9% | $11,596+154.2% |