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 | $253,147 | $93,024+172.1% | $77,024+228.7% | $134,475+88.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.03% | 62.60%-86.6pp | 42.32%-66.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,147 | $3,418-37.2% | $2,812-23.7% | $4,740-54.7% |
| Participant deferral / active EE | $18,786 | $5,238+258.7% | $4,426+324.4% | $6,400+193.5% |
| Admin fee / account holder | $12,818 | $6,944+84.6% | $5,425+136.3% | $11,426+12.2% |