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 9-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 | $259,195 | $99,341+160.9% | $84,750+205.8% | $273,961-5.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.96% | 22.93%-27.9pp | 22.78%-27.7pp | 41.45%-46.4pp |
| Employer contribution / active EE | $2,538 | $4,214-39.8% | $3,574-29.0% | $4,869-47.9% |
| Participant deferral / active EE | $1,250 | $4,269-70.7% | $3,712-66.3% | $5,287-76.3% |
| Admin fee / account holder | $13,250 | $6,644+99.4% | $5,332+148.5% | $10,132+30.8% |