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 | $301,003 | $92,703+224.7% | $82,719+263.9% | $134,475+123.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -37.25% | 944.92%-982.2pp | 701.18%-738.4pp | 417.96%-455.2pp |
| Employer contribution / active EE | $631 | $3,274-80.7% | $3,009-79.0% | $4,740-86.7% |
| Participant deferral / active EE | $12,429 | $4,802+158.8% | $4,395+182.8% | $6,400+94.2% |
| Admin fee / account holder | $41,133 | $5,983+587.6% | $5,329+671.9% | $11,426+260.0% |