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 | $331,572 | $118,450+179.9% | $98,439+236.8% | $139,434+137.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -7.18% | 18.94%-26.1pp | 21.16%-28.3pp | 372.94%-380.1pp |
| Employer contribution / active EE | $1,787 | $3,609-50.5% | $3,048-41.4% | $4,751-62.4% |
| Participant deferral / active EE | $1,787 | $5,392-66.9% | $4,738-62.3% | $6,710-73.4% |
| Admin fee / account holder | $40,034 | $14,026+185.4% | $8,948+347.4% | $11,403+251.1% |