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 | $1,317,012 | $142,344+825.2% | $119,609+1001.1% | $134,475+879.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.41% | -12.44%-8.0pp | -14.97%-5.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $1,816 | $5,222-65.2% | $4,232-57.1% | $4,740-61.7% |
| Participant deferral / active EE | $18,250 | $6,469+182.1% | $5,602+225.8% | $6,400+185.2% |
| Admin fee / account holder | $195,162 | $13,584+1336.7% | $10,323+1790.5% | $11,426+1608.1% |