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 | $418,067 | $117,690+255.2% | $71,735+482.8% | $134,475+210.9% |
| Participation rate | 90.0% | 68.8%+21.2pp | 62.3%+27.7pp | 81.2%+8.8pp |
| Annual return | -23.18% | 25.44%-48.6pp | 9.14%-32.3pp | 417.96%-441.1pp |
| Employer contribution / active EE | $8,070 | $2,525+219.7% | $1,704+373.6% | $4,740+70.3% |
| Participant deferral / active EE | $8,493 | $3,759+125.9% | $2,658+219.5% | $6,400+32.7% |
| Admin fee / account holder | $13,533 | $6,379+112.1% | $3,974+240.5% | $11,426+18.4% |