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 | $258,452 | $175,600+47.2% | $129,110+100.2% | $134,475+92.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -28.72% | -11.39%-17.3pp | -10.94%-17.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $4,832 | $6,355-24.0% | $5,052-4.3% | $4,740+1.9% |
| Participant deferral / active EE | $15,007 | $7,975+88.2% | $6,542+129.4% | $6,400+134.5% |
| Admin fee / account holder | $67,976 | $23,567+188.4% | $14,302+375.3% | $11,426+494.9% |