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 | $391,595 | $100,754+288.7% | $86,677+351.8% | $134,475+191.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.40% | 29.04%-52.4pp | 35.91%-59.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $9,339 | $3,489+167.7% | $2,836+229.3% | $4,740+97.0% |
| Participant deferral / active EE | $17,802 | $5,338+233.5% | $4,656+282.4% | $6,400+178.2% |
| Admin fee / account holder | $5,449 | $10,926-50.1% | $7,493-27.3% | $11,426-52.3% |