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 | $278,049 | $158,817+75.1% | $121,196+129.4% | $135,375+105.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.44% | -0.64%-9.8pp | 16.93%-27.4pp | 519.73%-530.2pp |
| Employer contribution / active EE | $16,500 | $5,665+191.3% | $4,022+310.3% | $4,779+245.3% |
| Participant deferral / active EE | $21,500 | $4,005+436.8% | $3,344+542.8% | $5,609+283.3% |
| Admin fee / account holder | $5,385 | $6,512-17.3% | $5,019+7.3% | $10,827-50.3% |