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 | $388,144 | $93,024+317.3% | $77,024+403.9% | $134,475+188.6% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -23.86% | 62.60%-86.5pp | 42.32%-66.2pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,720 | $3,418-20.4% | $2,812-3.3% | $4,740-42.6% |
| Participant deferral / active EE | $8,825 | $5,238+68.5% | $4,426+99.4% | $6,400+37.9% |
| Admin fee / account holder | $46,902 | $6,944+575.4% | $5,425+764.5% | $11,426+310.5% |