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 | $270,164 | $91,190+196.3% | $178,490+51.4% | $79,858+238.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.47% | 24.19%-16.7pp | 151.07%-143.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $16,598 | $3,256+409.8% | $5,011+231.3% | $2,471+571.8% |
| Participant deferral / active EE | $15,521 | $3,236+379.6% | $5,202+198.4% | $3,740+315.0% |
| Admin fee / account holder | $47,371 | $6,751+601.7% | $13,984+238.8% | $5,306+792.7% |