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 | $262,093 | $70,587+271.3% | $124,672+110.2% | $85,850+205.3% |
| Participation rate | 75.9% | 64.4%+11.4pp | 74.6%+1.3pp | 69.3%+6.5pp |
| Annual return | 8.64% | 20688.83%-20680.2pp | 5142.93%-5134.3pp | 318.53%-309.9pp |
| Employer contribution / active EE | $5,454 | $1,913+185.0% | $3,324+64.1% | $2,565+112.6% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $18,199 | $5,282+244.5% | $7,493+142.9% | $6,260+190.7% |