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 | $278,281 | $107,334+159.3% | $92,893+199.6% | $152,861+82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.43% | 145.58%-141.1pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $13,619 | $4,221+222.7% | $3,653+272.9% | $4,762+186.0% |
| Participant deferral / active EE | $8,194 | $4,845+69.1% | $4,236+93.4% | $5,850+40.1% |
| Admin fee / account holder | $8,879 | $7,079+25.4% | $5,794+53.2% | $11,596-23.4% |