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 | $756,491 | $75,828+897.6% | $147,614+412.5% | $59,632+1168.6% |
| Participation rate | 97.7% | 71.6%+26.1pp | 84.6%+13.1pp | 68.7%+29.0pp |
| Annual return | -4.19% | 0.37%-4.6pp | 61.98%-66.2pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $29,952 | $3,485+759.6% | $5,564+438.3% | $2,203+1259.8% |
| Participant deferral / active EE | $16,523 | $3,130+427.8% | $4,895+237.5% | $3,192+417.7% |
| Admin fee / account holder | $9,752 | $5,985+62.9% | $11,611-16.0% | $4,297+126.9% |