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 | $275,078 | $105,181+161.5% | $159,436+72.5% | $85,850+220.4% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 10.46% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,215 | $5,945+38.2% | $7,352+11.7% | $3,952+107.9% |
| Admin fee / account holder | $105,243 | $6,933+1417.9% | $10,799+874.6% | $6,260+1581.2% |