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 | $385,653 | $132,239+191.6% | $105,722+264.8% | $273,961+40.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -0.82% | 10.07%-10.9pp | 12.25%-13.1pp | 41.45%-42.3pp |
| Employer contribution / active EE | $23,800 | $4,867+389.0% | $4,079+483.5% | $4,869+388.8% |
| Participant deferral / active EE | $23,800 | $6,233+281.8% | $5,326+346.9% | $5,287+350.2% |
| Admin fee / account holder | $220,250 | $12,032+1730.5% | $8,308+2551.0% | $10,132+2073.8% |