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 | $371,942 | $884,045-57.9% | $453,369-18.0% | $167,490+122.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 3.09% | 29.49%-26.4pp | 64.40%-61.3pp | 478.56%-475.5pp |
| Employer contribution / active EE | $37,500 | $5,538+577.2% | $4,070+821.4% | $4,837+675.2% |
| Participant deferral / active EE | $26,000 | $7,898+229.2% | $6,209+318.8% | $6,341+310.0% |
| Admin fee / account holder | $1,300 | $22,063-94.1% | $11,209-88.4% | $12,309-89.4% |