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 | $390,713 | $112,881+246.1% | $90,951+329.6% | $158,922+145.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 4.53% | 215.79%-211.3pp | 134.60%-130.1pp | 302.83%-298.3pp |
| Employer contribution / active EE | $19,796 | $2,893+584.2% | $2,122+832.9% | $4,761+315.8% |
| Participant deferral / active EE | $10,508 | $4,128+154.6% | $3,373+211.6% | $5,982+75.7% |
| Admin fee / account holder | $3,848 | $8,041-52.1% | $5,959-35.4% | $11,246-65.8% |