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 | $392,726 | $115,770+239.2% | $101,248+287.9% | $158,922+147.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -13.74% | 56.14%-69.9pp | 46.47%-60.2pp | 302.83%-316.6pp |
| Employer contribution / active EE | $1,380 | $4,175-66.9% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $15,329 | $4,957+209.2% | $4,370+250.8% | $5,982+156.2% |
| Admin fee / account holder | $6,206 | $7,245-14.3% | $5,945+4.4% | $11,246-44.8% |