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 | $282,945 | $82,664+242.3% | $125,339+125.7% | $68,494+313.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.97% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,672 | $3,381+8.6% | $4,814-23.7% | $2,596+41.4% |
| Participant deferral / active EE | $7,231 | $6,110+18.3% | $7,446-2.9% | $4,027+79.6% |
| Admin fee / account holder | $22,092 | $6,275+252.0% | $10,010+120.7% | $5,403+308.9% |