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 | $275,461 | $152,587+80.5% | $125,175+120.1% | $152,861+80.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.05% | 54.84%-54.9pp | 43.79%-43.8pp | 345.32%-345.4pp |
| Employer contribution / active EE | $9,111 | $4,946+84.2% | $3,865+135.7% | $4,762+91.3% |
| Participant deferral / active EE | $10,178 | $5,868+73.5% | $4,937+106.2% | $5,850+74.0% |
| Admin fee / account holder | $546 | $13,434-95.9% | $9,702-94.4% | $11,596-95.3% |