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 | $620,188 | $115,882+435.2% | $100,516+517.0% | $158,922+290.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.81% | 34.79%-36.6pp | 30.89%-32.7pp | 302.83%-304.6pp |
| Employer contribution / active EE | $25,364 | $4,103+518.2% | $3,418+642.2% | $4,761+432.7% |
| Participant deferral / active EE | $14,322 | $6,674+114.6% | $6,270+128.4% | $5,982+139.4% |
| Admin fee / account holder | $13,874 | $10,995+26.2% | $8,081+71.7% | $11,246+23.4% |