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 | $313,875 | $82,286+281.4% | $68,791+356.3% | $134,475+133.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -24.07% | -2.19%-21.9pp | -6.38%-17.7pp | 417.96%-442.0pp |
| Employer contribution / active EE | $14,696 | $3,301+345.3% | $2,655+453.5% | $4,740+210.1% |
| Participant deferral / active EE | $18,405 | $4,739+288.4% | $3,941+367.0% | $6,400+187.6% |
| Admin fee / account holder | $2,795 | $6,481-56.9% | $4,932-43.3% | $11,426-75.5% |