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 | $397,078 | $89,355+344.4% | $141,162+181.3% | $72,985+444.1% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | -4.80% | 111.85%-116.6pp | 71.39%-76.2pp | 81.00%-85.8pp |
| Employer contribution / active EE | $11,412 | $3,114+266.4% | $4,735+141.0% | $2,440+367.8% |
| Participant deferral / active EE | $7,443 | $5,418+37.4% | $6,709+10.9% | $3,607+106.3% |
| Admin fee / account holder | $25,528 | $5,958+328.5% | $10,261+148.8% | $5,124+398.2% |