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 | $712,271 | $152,587+366.8% | $125,175+469.0% | $152,861+366.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -1.71% | 54.84%-56.6pp | 43.79%-45.5pp | 345.32%-347.0pp |
| Employer contribution / active EE | $10,556 | $4,946+113.4% | $3,865+173.1% | $4,762+121.6% |
| Participant deferral / active EE | $10,139 | $5,868+72.8% | $4,937+105.4% | $5,850+73.3% |
| Admin fee / account holder | $6,352 | $13,434-52.7% | $9,702-34.5% | $11,596-45.2% |