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 | $345,274 | $98,750+249.6% | $149,696+130.6% | $79,858+332.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -4.20% | 27.43%-31.6pp | 276.60%-280.8pp | 31.71%-35.9pp |
| Employer contribution / active EE | $15,400 | $3,216+378.8% | $4,644+231.6% | $2,471+523.3% |
| Participant deferral / active EE | $8,771 | $5,680+54.4% | $6,842+28.2% | $3,740+134.5% |
| Admin fee / account holder | $34,113 | $6,053+463.6% | $9,309+266.5% | $5,306+542.9% |