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 4-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 | $349,421 | $165,984+110.5% | $164,813+112.0% | $145,922+139.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 2.11% | 100.03%-97.9pp | 69.93%-67.8pp | 561.29%-559.2pp |
| Employer contribution / active EE | $15,000 | $5,273+184.5% | $4,341+245.6% | $4,660+221.9% |
| Participant deferral / active EE | $16,626 | $6,959+138.9% | $6,031+175.7% | $6,688+148.6% |
| Admin fee / account holder | $3,584 | $16,648-78.5% | $12,690-71.8% | $13,397-73.2% |