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 | $251,114 | $102,382+145.3% | $147,005+70.8% | $80,874+210.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.62% | 134.89%-126.3pp | 418.76%-410.1pp | 35.62%-27.0pp |
| Employer contribution / active EE | $4,609 | $3,715+24.1% | $4,934-6.6% | $2,756+67.3% |
| Participant deferral / active EE | $6,568 | $6,646-1.2% | $8,070-18.6% | $4,297+52.9% |
| Admin fee / account holder | $78,040 | $7,942+882.6% | $13,006+500.0% | $6,935+1025.3% |