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 | $355,873 | $99,079+259.2% | $77,999+356.3% | $273,961+29.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.89% | 217.93%-218.8pp | 425.96%-426.9pp | 41.45%-42.3pp |
| Employer contribution / active EE | $8,230 | $3,308+148.8% | $2,470+233.2% | $4,869+69.0% |
| Participant deferral / active EE | $6,190 | $4,306+43.7% | $3,497+77.0% | $5,287+17.1% |
| Admin fee / account holder | $87,975 | $8,954+882.5% | $5,480+1505.2% | $10,132+768.3% |