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 | $400,814 | $167,307+139.6% | $143,757+178.8% | $134,475+198.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.35% | 0.46%-26.8pp | -0.04%-26.3pp | 417.96%-444.3pp |
| Employer contribution / active EE | $14,826 | $5,619+163.8% | $4,951+199.5% | $4,740+212.8% |
| Participant deferral / active EE | $10,012 | $6,446+55.3% | $5,637+77.6% | $6,400+56.4% |
| Admin fee / account holder | $21,093 | $18,088+16.6% | $14,673+43.8% | $11,426+84.6% |