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 | $573,710 | $167,307+242.9% | $143,757+299.1% | $134,475+326.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.38% | 0.46%-35.8pp | -0.04%-35.3pp | 417.96%-453.3pp |
| Employer contribution / active EE | $2,787 | $5,619-50.4% | $4,951-43.7% | $4,740-41.2% |
| Participant deferral / active EE | $16,633 | $6,446+158.0% | $5,637+195.1% | $6,400+159.9% |
| Admin fee / account holder | $13,781 | $18,088-23.8% | $14,673-6.1% | $11,426+20.6% |