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 | $441,387 | $82,286+436.4% | $68,791+541.6% | $134,475+228.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -26.59% | -2.19%-24.4pp | -6.38%-20.2pp | 417.96%-444.6pp |
| Employer contribution / active EE | $25,081 | $3,301+659.9% | $2,655+844.6% | $4,740+429.2% |
| Participant deferral / active EE | $16,200 | $4,739+241.9% | $3,941+311.1% | $6,400+153.1% |
| Admin fee / account holder | $51,924 | $6,481+701.2% | $4,932+952.8% | $11,426+354.4% |