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 | $251,584 | $82,664+204.3% | $125,339+100.7% | $68,494+267.3% |
| Participation rate | 93.9% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | -21.33% | -5.97%-15.4pp | 572.05%-593.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $8,391 | $3,381+148.2% | $4,814+74.3% | $2,596+223.2% |
| Participant deferral / active EE | $13,437 | $6,110+119.9% | $7,446+80.5% | $4,027+233.7% |
| Admin fee / account holder | $31,826 | $6,275+407.1% | $10,010+218.0% | $5,403+489.1% |