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 | $254,314 | $105,998+139.9% | $92,233+175.7% | $147,584+72.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.96% | 50.05%-44.1pp | 176.28%-170.3pp | 578.55%-572.6pp |
| Employer contribution / active EE | $4,411 | $4,333+1.8% | $3,679+19.9% | $4,876-9.5% |
| Participant deferral / active EE | $23,325 | $4,478+420.9% | $3,897+498.6% | $5,439+328.9% |
| Admin fee / account holder | $7,985 | $6,332+26.1% | $5,194+53.7% | $10,885-26.6% |