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 | $678,842 | $123,793+448.4% | $177,821+281.8% | $79,858+750.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -6.89% | 22.82%-29.7pp | 48.32%-55.2pp | 31.71%-38.6pp |
| Employer contribution / active EE | $26,201 | $4,095+539.8% | $5,918+342.7% | $2,471+960.4% |
| Participant deferral / active EE | $13,945 | $5,956+134.1% | $7,714+80.8% | $3,740+272.9% |
| Admin fee / account holder | $13,092 | $7,243+80.8% | $12,427+5.3% | $5,306+146.7% |