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 | $268,291 | $104,907+155.7% | $84,611+217.1% | $152,861+75.5% |
| Participation rate | 95.0% | 74.8%+20.2pp | 68.2%+26.8pp | 82.4%+12.6pp |
| Annual return | 9.64% | 373.79%-364.1pp | 258.74%-249.1pp | 345.32%-335.7pp |
| Employer contribution / active EE | $21,131 | $3,302+540.0% | $2,652+696.7% | $4,762+343.7% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $5,737 | $6,241-8.1% | $4,912+16.8% | $11,596-50.5% |