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 | $411,232 | $167,307+145.8% | $143,757+186.1% | $134,475+205.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.88% | 0.46%-33.3pp | -0.04%-32.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $5,724 | $5,619+1.9% | $4,951+15.6% | $4,740+20.8% |
| Participant deferral / active EE | $8,225 | $6,446+27.6% | $5,637+45.9% | $6,400+28.5% |
| Admin fee / account holder | $3,849 | $18,088-78.7% | $14,673-73.8% | $11,426-66.3% |