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 | $263,542 | $100,041+163.4% | $149,718+76.0% | $70,131+275.8% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | -1.52% | 27.43%-28.9pp | 1501.63%-1503.1pp | 73.14%-74.7pp |
| Employer contribution / active EE | $10,395 | $3,662+183.9% | $5,445+90.9% | $2,342+343.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,282 | $8,286+36.2% | $11,2830% | $4,645+142.9% |