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 | $427,640 | $106,543+301.4% | $91,220+368.8% | $134,475+218.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -26.86% | 160.60%-187.5pp | 114.01%-140.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $3,755 | $3,331+12.7% | $2,850+31.7% | $4,740-20.8% |
| Participant deferral / active EE | $13,901 | $4,719+194.6% | $4,234+228.3% | $6,400+117.2% |
| Admin fee / account holder | $3,826 | $6,231-38.6% | $5,420-29.4% | $11,426-66.5% |