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 | $306,730 | $98,240+212.2% | $82,313+272.6% | $147,584+107.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -24.78% | 30.85%-55.6pp | 25.88%-50.7pp | 578.55%-603.3pp |
| Employer contribution / active EE | $7,897 | $3,192+147.4% | $2,428+225.2% | $4,876+61.9% |
| Participant deferral / active EE | $138,114 | $4,383+3051.0% | $3,706+3626.7% | $5,439+2439.5% |
| Admin fee / account holder | $137,512 | $8,563+1505.9% | $5,608+2352.1% | $10,885+1163.3% |