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 | $354,699 | $127,386+178.4% | $115,037+208.3% | $125,391+182.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.89% | 31.28%-37.2pp | 26.14%-32.0pp | 282.22%-288.1pp |
| Employer contribution / active EE | $6,101 | $5,166+18.1% | $4,608+32.4% | $4,866+25.4% |
| Participant deferral / active EE | $7,810 | $6,423+21.6% | $6,026+29.6% | $5,352+45.9% |
| Admin fee / account holder | $85,397 | $9,516+797.4% | $8,175+944.6% | $9,540+795.1% |