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 | $267,243 | $102,966+159.5% | $90,281+196.0% | $152,861+74.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.36% | 95.16%-92.8pp | 78.10%-75.7pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,474 | $3,139+10.7% | $2,854+21.7% | $4,762-27.1% |
| Participant deferral / active EE | $4,699 | $4,281+9.7% | $3,885+20.9% | $5,850-19.7% |
| Admin fee / account holder | $17,314 | $6,171+180.6% | $5,351+223.6% | $11,596+49.3% |