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 | $356,655 | $133,958+166.2% | $112,228+217.8% | $134,475+165.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.33% | 47.11%-72.4pp | 27.45%-52.8pp | 417.96%-443.3pp |
| Employer contribution / active EE | $18,126 | $4,038+348.9% | $3,635+398.7% | $4,740+282.4% |
| Participant deferral / active EE | $16,606 | $5,291+213.9% | $4,728+251.2% | $6,400+159.5% |
| Admin fee / account holder | $723 | $7,489-90.3% | $6,410-88.7% | $11,426-93.7% |