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 | $255,035 | $95,266+167.7% | $82,389+209.6% | $142,382+79.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 8.28% | 25.74%-17.5pp | 28.67%-20.4pp | 217.08%-208.8pp |
| Employer contribution / active EE | $6,086 | $2,991+103.5% | $2,517+141.8% | $4,299+41.6% |
| Participant deferral / active EE | $15,047 | $4,809+212.9% | $4,155+262.2% | $6,507+131.2% |
| Admin fee / account holder | $146,136 | $8,563+1606.5% | $7,231+1921.1% | $12,624+1057.6% |