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 | $273,103 | $77,145+254.0% | $108,410+151.9% | $85,850+218.1% |
| Participation rate | 92.9% | 74.7%+18.2pp | 80.1%+12.7pp | 69.3%+23.5pp |
| Annual return | 12.25% | 44.54%-32.3pp | 905.27%-893.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,188 | $5,566-24.8% | $6,563-36.2% | $3,952+6.0% |
| Admin fee / account holder | $37,323 | $5,172+621.7% | $7,295+411.6% | $6,260+496.2% |