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 | $472,374 | $82,664+471.4% | $125,339+276.9% | $68,494+589.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -29.03% | -5.97%-23.1pp | 572.05%-601.1pp | -7.84%-21.2pp |
| Employer contribution / active EE | $4,886 | $3,381+44.5% | $4,814+1.5% | $2,596+88.2% |
| Participant deferral / active EE | $7,484 | $6,110+22.5% | $7,446+0.5% | $4,027+85.8% |
| Admin fee / account holder | $23,387 | $6,275+272.7% | $10,010+133.6% | $5,403+332.9% |