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 | $815,349 | $215,361+278.6% | $171,082+376.6% | $273,961+197.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -5.79% | 25.14%-30.9pp | 32.56%-38.4pp | 41.45%-47.2pp |
| Employer contribution / active EE | $2,000 | $4,967-59.7% | $4,002-50.0% | $4,869-58.9% |
| Participant deferral / active EE | $8,000 | $5,543+44.3% | $4,797+66.8% | $5,287+51.3% |
| Admin fee / account holder | $45,614 | $10,846+320.5% | $8,520+435.4% | $10,132+350.2% |