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 | $524,788 | $117,841+345.3% | $102,423+412.4% | $145,922+259.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.40% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,060 | $3,615-43.0% | $3,023-31.9% | $4,660-55.8% |
| Participant deferral / active EE | $14,433 | $5,731+151.9% | $5,053+185.6% | $6,688+115.8% |
| Admin fee / account holder | $65,157 | $13,326+388.9% | $9,451+589.4% | $13,397+386.4% |