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 | $253,976 | $106,890+137.6% | $84,015+202.3% | $152,861+66.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.24% | 104.99%-102.7pp | 71.31%-69.1pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,506 | $2,734-8.4% | $1,983+26.3% | $4,762-47.4% |
| Participant deferral / active EE | $2,397 | $4,011-40.2% | $3,239-26.0% | $5,850-59.0% |
| Admin fee / account holder | $106,813 | $8,285+1189.2% | $6,101+1650.8% | $11,596+821.1% |