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 | $370,032 | $157,256+135.3% | $141,162+162.1% | $152,861+142.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -3.55% | 64.32%-67.9pp | 71.39%-74.9pp | 345.32%-348.9pp |
| Employer contribution / active EE | $10,914 | $5,261+107.5% | $4,735+130.5% | $4,762+129.2% |
| Participant deferral / active EE | $5,668 | $7,109-20.3% | $6,709-15.5% | $5,850-3.1% |
| Admin fee / account holder | $9,765 | $12,120-19.4% | $10,261-4.8% | $11,596-15.8% |