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 | $294,162 | $93,024+216.2% | $77,024+281.9% | $134,475+118.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.90% | 62.60%-85.5pp | 42.32%-65.2pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,028 | $3,418-69.9% | $2,812-63.5% | $4,740-78.3% |
| Participant deferral / active EE | $16,200 | $5,238+209.3% | $4,426+266.0% | $6,400+153.1% |
| Admin fee / account holder | $4,312 | $6,944-37.9% | $5,425-20.5% | $11,426-62.3% |