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 | $403,134 | $87,540+360.5% | $75,781+432.0% | $125,391+221.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.84% | 13.48%-17.3pp | 9.68%-13.5pp | 282.22%-286.1pp |
| Employer contribution / active EE | $21,035 | $3,930+435.3% | $3,323+533.0% | $4,866+332.3% |
| Participant deferral / active EE | $21,000 | $4,229+396.6% | $3,651+475.1% | $5,352+292.4% |
| Admin fee / account holder | $2,926 | $6,502-55.0% | $5,299-44.8% | $9,540-69.3% |