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 8-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 | $299,188 | $755,339-60.4% | $379,746-21.2% | $158,922+88.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | -3.27% | 53.41%-56.7pp | 34.90%-38.2pp | 302.83%-306.1pp |
| Employer contribution / active EE | $37,500 | $4,685+700.4% | $3,540+959.4% | $4,761+687.6% |
| Participant deferral / active EE | $26,000 | $7,938+227.6% | $6,024+331.6% | $5,982+334.6% |
| Admin fee / account holder | $869 | $14,482-94.0% | $7,927-89.0% | $11,246-92.3% |