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 | $521,203 | $77,899+569.1% | $149,673+248.2% | $75,163+593.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | -3.12% | 31.72%-34.8pp | 134.42%-137.5pp | 160.62%-163.7pp |
| Employer contribution / active EE | $44,762 | $3,137+1326.7% | $4,818+829.1% | $2,670+1576.6% |
| Participant deferral / active EE | $6,535 | $3,411+91.6% | $5,680+15.0% | $4,125+58.4% |
| Admin fee / account holder | $88,441 | $5,956+1384.8% | $13,210+569.5% | $5,651+1465.1% |