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 | $1,485,589 | $97,044+1430.8% | $83,333+1682.7% | $135,375+997.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.63% | 12.31%-22.9pp | 10.63%-21.3pp | 519.73%-530.4pp |
| Employer contribution / active EE | $33,637 | $4,143+711.9% | $3,379+895.6% | $4,779+603.9% |
| Participant deferral / active EE | $24,500 | $5,964+310.8% | $5,565+340.3% | $5,609+336.8% |
| Admin fee / account holder | $16,332 | $8,380+94.9% | $7,510+117.5% | $10,827+50.8% |