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 | $438,940 | $96,635+354.2% | $86,612+406.8% | $139,434+214.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.33% | 106.41%-99.1pp | 591.07%-583.7pp | 372.94%-365.6pp |
| Employer contribution / active EE | $17,346 | $3,263+431.6% | $3,022+473.9% | $4,751+265.1% |
| Participant deferral / active EE | $3,580 | $4,836-26.0% | $4,438-19.3% | $6,710-46.7% |
| Admin fee / account holder | $10,566 | $6,408+64.9% | $5,614+88.2% | $11,403-7.3% |