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 5-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 | $270,131 | $93,024+190.4% | $77,024+250.7% | $134,475+100.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.90% | 62.60%-84.5pp | 42.32%-64.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $31,167 | $3,418+811.9% | $2,812+1008.3% | $4,740+557.6% |
| Participant deferral / active EE | $16,333 | $5,238+211.8% | $4,426+269.0% | $6,400+155.2% |
| Admin fee / account holder | $1,358 | $6,944-80.4% | $5,425-75.0% | $11,426-88.1% |