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 | $275,906 | $95,416+189.2% | $185,823+48.5% | $85,850+221.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.18% | 23.59%-13.4pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $8,348 | $3,314+151.9% | $5,167+61.6% | $2,565+225.5% |
| Participant deferral / active EE | $6,046 | $3,423+76.6% | $5,568+8.6% | $3,952+53.0% |
| Admin fee / account holder | $2,254 | $7,213-68.8% | $16,237-86.1% | $6,260-64.0% |