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 | $259,822 | $95,561+171.9% | $77,163+236.7% | $139,434+86.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.66% | 54.92%-46.3pp | 37.87%-29.2pp | 372.94%-364.3pp |
| Employer contribution / active EE | $10,284 | $3,147+226.8% | $2,535+305.7% | $4,751+116.5% |
| Participant deferral / active EE | $3,857 | $4,624-16.6% | $3,833+0.6% | $6,710-42.5% |
| Admin fee / account holder | $6,683 | $8,295-19.4% | $5,472+22.1% | $11,403-41.4% |