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 | $250,772 | $91,538+174.0% | $129,995+92.9% | $75,163+233.6% |
| Participation rate | 76.1% | 71.4%+4.6pp | 78.5%-2.4pp | 67.2%+8.9pp |
| Annual return | 12.67% | -631.11%+643.8pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $13,020 | $2,845+357.6% | $4,320+201.4% | $2,670+387.7% |
| Participant deferral / active EE | $7,596 | $4,341+75.0% | $5,820+30.5% | $4,125+84.1% |
| Admin fee / account holder | $10,094 | $6,790+48.6% | $10,614-4.9% | $5,651+78.6% |