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 | $529,246 | $100,852+424.8% | $90,404+485.4% | $158,922+233.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.63% | 1724.20%-1724.8pp | 1293.02%-1293.6pp | 302.83%-303.5pp |
| Employer contribution / active EE | $4,113 | $3,689+11.5% | $3,262+26.1% | $4,761-13.6% |
| Participant deferral / active EE | $18,000 | $4,348+314.0% | $3,963+354.2% | $5,982+200.9% |
| Admin fee / account holder | $7,033 | $6,501+8.2% | $5,611+25.3% | $11,246-37.5% |