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 | $250,946 | $137,414+82.6% | $189,513+32.4% | $85,850+192.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 10.41% | 38.14%-27.7pp | 555.15%-544.7pp | 318.53%-308.1pp |
| Employer contribution / active EE | $3,241 | $4,344-25.4% | $6,162-47.4% | $2,565+26.3% |
| Participant deferral / active EE | $7,646 | $6,260+22.1% | $8,221-7.0% | $3,952+93.5% |
| Admin fee / account holder | $15,819 | $8,630+83.3% | $12,045+31.3% | $6,260+152.7% |