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 | $271,435 | $176,812+53.5% | $146,665+85.1% | $167,490+62.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.68% | 24.03%-15.3pp | 22.74%-14.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $10,478 | $5,160+103.1% | $4,136+153.3% | $4,837+116.6% |
| Participant deferral / active EE | $7,939 | $6,440+23.3% | $5,506+44.2% | $6,341+25.2% |
| Admin fee / account holder | $3,595 | $13,259-72.9% | $10,280-65.0% | $12,309-70.8% |