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 | $307,382 | $157,256+95.5% | $141,162+117.8% | $152,861+101.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.88% | 64.32%-54.4pp | 71.39%-61.5pp | 345.32%-335.4pp |
| Employer contribution / active EE | $16,592 | $5,261+215.4% | $4,735+250.4% | $4,762+248.4% |
| Participant deferral / active EE | $16,664 | $7,109+134.4% | $6,709+148.4% | $5,850+184.8% |
| Admin fee / account holder | $6,830 | $12,120-43.6% | $10,261-33.4% | $11,596-41.1% |