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 | $318,687 | $138,065+130.8% | $123,544+158.0% | $135,375+135.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.51% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $5,727 | $5,151+11.2% | $4,628+23.8% | $4,779+19.8% |
| Participant deferral / active EE | $14,733 | $6,799+116.7% | $6,426+129.3% | $5,609+162.7% |
| Admin fee / account holder | $1,178 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |