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 | $458,158 | $154,117+197.3% | $129,995+252.4% | $139,434+228.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -6.36% | 32.48%-38.8pp | -137.18%+130.8pp | 372.94%-379.3pp |
| Employer contribution / active EE | $10,000 | $5,289+89.1% | $4,320+131.5% | $4,751+110.5% |
| Participant deferral / active EE | $4,340 | $6,710-35.3% | $5,820-25.4% | $6,710-35.3% |
| Admin fee / account holder | $703 | $14,007-95.0% | $10,614-93.4% | $11,403-93.8% |