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 | $313,910 | $154,117+103.7% | $129,995+141.5% | $139,434+125.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.77% | 32.48%-40.2pp | -137.18%+129.4pp | 372.94%-380.7pp |
| Employer contribution / active EE | $1,974 | $5,289-62.7% | $4,320-54.3% | $4,751-58.5% |
| Participant deferral / active EE | $3,709 | $6,710-44.7% | $5,820-36.3% | $6,710-44.7% |
| Admin fee / account holder | $8,919 | $14,007-36.3% | $10,614-16.0% | $11,403-21.8% |