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 | $1,391,329 | $152,509+812.3% | $117,472+1084.4% | $134,475+934.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -22.35% | 52.99%-75.3pp | 29.74%-52.1pp | 417.96%-440.3pp |
| Employer contribution / active EE | $1,440 | $5,571-74.2% | $4,176-65.5% | $4,740-69.6% |
| Participant deferral / active EE | $3,360 | $4,818-30.3% | $4,070-17.4% | $6,400-47.5% |
| Admin fee / account holder | $30,828 | $7,004+340.2% | $5,645+446.1% | $11,426+169.8% |