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 | $416,411 | $77,899+434.6% | $149,673+178.2% | $75,163+454.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 1.88% | 31.72%-29.8pp | 134.42%-132.5pp | 160.62%-158.7pp |
| Employer contribution / active EE | $10,410 | $3,137+231.8% | $4,818+116.1% | $2,670+289.9% |
| Participant deferral / active EE | $6,444 | $3,411+88.9% | $5,680+13.4% | $4,125+56.2% |
| Admin fee / account holder | $2,352 | $5,956-60.5% | $13,210-82.2% | $5,651-58.4% |