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 | $283,674 | $201,272+40.9% | $184,203+54.0% | $145,922+94.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.75% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,733 | $7,022-61.1% | $6,427-57.5% | $4,660-41.3% |
| Participant deferral / active EE | $5,544 | $9,806-43.5% | $9,131-39.3% | $6,688-17.1% |
| Admin fee / account holder | $110,695 | $16,364+576.5% | $13,901+696.3% | $13,397+726.3% |