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 | $283,272 | $157,256+80.1% | $141,162+100.7% | $152,861+85.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.09% | 64.32%-51.2pp | 71.39%-58.3pp | 345.32%-332.2pp |
| Employer contribution / active EE | $3,423 | $5,261-34.9% | $4,735-27.7% | $4,762-28.1% |
| Participant deferral / active EE | $10,651 | $7,109+49.8% | $6,709+58.8% | $5,850+82.1% |
| Admin fee / account holder | $87,290 | $12,120+620.2% | $10,261+750.7% | $11,596+652.7% |