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 | $288,881 | $99,079+191.6% | $77,999+270.4% | $273,961+5.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 1.38% | 217.93%-216.5pp | 425.96%-424.6pp | 41.45%-40.1pp |
| Employer contribution / active EE | $3,834 | $3,308+15.9% | $2,470+55.2% | $4,869-21.3% |
| Participant deferral / active EE | $17,400 | $4,306+304.1% | $3,497+397.6% | $5,287+229.1% |
| Admin fee / account holder | $330 | $8,954-96.3% | $5,480-94.0% | $10,132-96.7% |