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 | $646,877 | $89,355+623.9% | $141,162+358.3% | $72,985+786.3% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | -3.50% | 111.85%-115.3pp | 71.39%-74.9pp | 81.00%-84.5pp |
| Employer contribution / active EE | $15,636 | $3,114+402.0% | $4,735+230.2% | $2,440+540.8% |
| Participant deferral / active EE | $11,094 | $5,418+104.8% | $6,709+65.4% | $3,607+207.5% |
| Admin fee / account holder | $5,402 | $5,958-9.3% | $10,261-47.4% | $5,124+5.4% |