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 | $334,042 | $99,918+234.3% | $81,382+310.5% | $145,922+128.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 2.21% | 34.32%-32.1pp | 24.73%-22.5pp | 561.29%-559.1pp |
| Employer contribution / active EE | $13,435 | $2,978+351.2% | $2,463+445.5% | $4,660+188.3% |
| Participant deferral / active EE | $9,663 | $4,605+109.8% | $3,883+148.9% | $6,688+44.5% |
| Admin fee / account holder | $80,672 | $8,212+882.4% | $5,768+1298.5% | $13,397+502.2% |