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 | $282,552 | $118,849+137.7% | $96,562+192.6% | $167,490+68.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -0.29% | 50.49%-50.8pp | 37.78%-38.1pp | 478.56%-478.8pp |
| Employer contribution / active EE | $1,740 | $3,120-44.2% | $2,356-26.2% | $4,837-64.0% |
| Participant deferral / active EE | $8,450 | $4,616+83.1% | $3,849+119.5% | $6,341+33.3% |
| Admin fee / account holder | $1,186 | $8,065-85.3% | $6,181-80.8% | $12,309-90.4% |