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 | $397,028 | $133,958+196.4% | $112,228+253.8% | $134,475+195.2% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -22.23% | 47.11%-69.3pp | 27.45%-49.7pp | 417.96%-440.2pp |
| Employer contribution / active EE | $15,258 | $4,038+277.9% | $3,635+319.8% | $4,740+221.9% |
| Participant deferral / active EE | $8,519 | $5,291+61.0% | $4,728+80.2% | $6,400+33.1% |
| Admin fee / account holder | $19,901 | $7,489+165.7% | $6,410+210.5% | $11,426+74.2% |