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 | $265,926 | $74,888+255.1% | $71,209+273.4% | $142,382+86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.98% | 345.14%-336.2pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $16,192 | $2,854+467.3% | $2,721+495.1% | $4,299+276.6% |
| Participant deferral / active EE | $48,153 | $4,454+981.0% | $4,175+1053.3% | $6,507+640.0% |
| Admin fee / account holder | $57,472 | $5,568+932.1% | $5,349+974.5% | $12,624+355.3% |