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 | $272,539 | $70,756+285.2% | $65,493+316.1% | $142,382+91.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 10.15% | 1754.89%-1744.7pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $19,761 | $2,881+586.0% | $2,574+667.6% | $4,299+359.6% |
| Participant deferral / active EE | $7,768 | $4,637+67.5% | $3,961+96.1% | $6,507+19.4% |
| Admin fee / account holder | $9,691 | $6,559+47.8% | $5,028+92.7% | $12,624-23.2% |