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 | $857,303 | $106,890+702.0% | $84,015+920.4% | $152,861+460.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.49% | 104.99%-104.5pp | 71.31%-70.8pp | 345.32%-344.8pp |
| Employer contribution / active EE | $37,000 | $2,734+1253.2% | $1,983+1765.4% | $4,762+676.9% |
| Participant deferral / active EE | $25,000 | $4,011+523.2% | $3,239+671.9% | $5,850+327.3% |
| Admin fee / account holder | $5,796 | $8,285-30.0% | $6,101-5.0% | $11,596-50.0% |