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 | $409,919 | $77,634+428.0% | $156,549+161.8% | $62,891+551.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.42% | 50.32%-49.9pp | 32.23%-31.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $14,953 | $3,444+334.2% | $5,501+171.8% | $2,281+555.6% |
| Participant deferral / active EE | $10,723 | $3,045+252.1% | $4,871+120.1% | $3,203+234.8% |
| Admin fee / account holder | $8,565 | $5,561+54.0% | $13,027-34.3% | $4,296+99.4% |