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 | $270,203 | $167,307+61.5% | $143,757+88.0% | $134,475+100.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -94.36% | 0.46%-94.8pp | -0.04%-94.3pp | 417.96%-512.3pp |
| Employer contribution / active EE | $2,727 | $5,619-51.5% | $4,951-44.9% | $4,740-42.5% |
| Participant deferral / active EE | $18,625 | $6,446+188.9% | $5,637+230.4% | $6,400+191.0% |
| Admin fee / account holder | $5,099 | $18,088-71.8% | $14,673-65.3% | $11,426-55.4% |